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Winthrop Wealth Management Drives $1.1B in AUM Growth with eMoney

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Case Study

99%

client retention

$4.5B

in AUM

Challenges

Winthrop’s leadership was looking for a way to future-proof the firm and provide continuity for their team and clients. The needed a way to scale financial planning across the firm and create a consistent, repeatable client experience—or risk falling prey to the archaic business models that plague other advisory firms.

Solutions

Winthrop chose eMoney for its adaptability to a wide range of client needs. The platform's Client Portal, goal-setting tools, and mobile experience provide the real-time collaborative planning that today's investors expect.

Results

With eMoney, Winthrop's advisors deliver consistent and quality experiences by providing financial plans that meet clients' varying needs. To date, the firm has retained 99% of their clients and reached $1.1B in AUM.

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“To truly scale our financial planning services, our advisors needed the freedom to deliver both basic and advanced plans. eMoney allows our team to adapt the planning experience to meet a wide range of client needs, while empowering clients of any age to own their financial decisions today, tomorrow, and in the years to come. ”
Image of Max Winthrop Max Winthrop CEO, Winthrop Wealth Management