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.
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.
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.
With eMoney, Simonet Financial Group found a tech partner to support the growth of their business.
“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. ”Bill Simonet Managing Principal for Simonet Financial Group