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Simonet Financial Group Increases Value and Revenue with eMoney

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Case Study

70%

of clients using the Client Portal regularly

3x

increase in
planning fees

Bill Simonet, Managing Principal for Simonet Financial Group, relies on eMoney every day to provide comprehensive plans to clients and help them reach their financial goals.

Challenge

Deploy an end-to-end solution with both the robust financial planning capabilities the firm required as well as the ability to support its future growth.

Solution

Simonet uses eMoney to provide comprehensive financial planning capabilities and a collaborative Client Portal. The platform provides the firm’s clients with a single view into everything that is important to them financially–updated in real time.

Results

With eMoney, Simonet Financial Group found a tech partner to support the growth of their business.

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“I need a platform that can address the simple concerns and be available and ready to go when a client’s situation gets more complex. eMoney does exactly that. ”
Image of Bill Simonet Bill Simonet Managing Principal for Simonet Financial Group