Case Study
Amplius Wealth: A $1.5B Breakaway RIA Powers Comprehensive Planning with eMoney
From cash flow planning to complex scenario modeling, eMoney is an indispensable tool in Amplius Wealth’s financial planning arsenal.
The Goal
Amplius Wealth specializes in delivering comprehensive financial planning services to individuals and families who are building wealth through an executive career or closely-held business. When the firm was founded, they recognized that to do this, they needed a robust, technologically advanced financial planning platform.
The foundation of [our financial planning approach] is a well-developed cash flow plan from which all subsequent strategies flow. We needed a tech partner that would provide the best foundation.”
Patrick Swift, CFP®
Partner and President of Wealth Planning
The Solution
When it came time to engage with a financial planning platform, eMoney stood out from the others available in the marketplace. Unlike the limited solutions they’d worked with in the past, eMoney offered superior technology that aligned perfectly with Amplius’s vision for client service and engagement.
The Decision Center, a cornerstone of their client interactions, allows for real-time scenario planning, enabling advisors to illustrate the long-term impacts of various financial decisions. Whether it’s analyzing the implications of a major purchase, exploring Roth conversion strategies, or planning for long-term care, eMoney provides the flexibility and depth needed to address diverse client needs.
From cash flow planning to complex scenario modeling, eMoney has become an indispensable tool in the Amplius arsenal.
The Result
With the eMoney Decision Center, Amplius advisors can clearly illustrate financial scenarios during client meetings. The ability to examine “what-ifs” in real-time has proven invaluable. This dynamic approach allows clients to visualize the long-term impact of near-term decisions, creating those crucial “aha” moments that drive meaningful financial behavior changes.
Through eMoney, Amplius has found a powerful tool for translating complex financial concepts into understandable, impactful visuals. This approach not only educates clients but also empowers them to make informed decisions about their financial future. The result is a deeper, more meaningful advisor-client relationship built on trust and understanding.
About eMoney
