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Generate eMoney interest.
Help your advisors see the value in adopting eMoney into their practices.
Advocates tell their story best. Leverage eMoney case studies and client testimonials to share how other financial professionals evolved their business using eMoney.
Case Study: Helping Clients Navigate Complex Tax Planning Strategies
This case study highlights how eMoney’s detailed scenario planning and Decision Center makes it easier to understand how different strategies and outcomes could be impacted by current tax laws and potential future changes in tax levels.
Case Study: Winning Held-Away Assets with eMoney
This case study shows how a bank-based wealth management firm utilizes eMoney to serve the many needs of customers that go beyond banking and give them insight into their bigger financial picture with a full range of planning.
This email template showcases how an office shifted from tax management to building planning-first relationships through holistic planning, leading to 3,000% growth.
This email template shares how this eMoney client scaled planning-centric advice across multiple generations—creating continuity for its clients while driving sustainable growth for the firm.
This email template shares the story of how this business attracted new clients and grew their AUM by 500%.
This email template highlights a case study on an RIA client of eMoney’s who leveraged the client experience to create stronger communication with clients.
This email template showcases how CAPTRUST grew their wealth management AUM by 44% and retained 99% of their clients.
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.
