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Products-eMoney Advisor

Empowering Financial Advisors and Clients with eMoney's Comprehensive Planning Solutions

Introduction to Beyond Your Hammock

Beyond Your Hammock, a fee-only financial planning and investment management firm based in Boston, MA, saw a remarkable 6x growth in Assets Under Management (AUM) in just four years, thanks to leveraging eMoney's innovative solutions. Eric Roberge, the firm's founder, aimed to provide a holistic approach to financial planning, catering to busy professionals by addressing current cash flow concerns, setting realistic goals, and fostering responsible investment behaviors for the future.

The Need for Dynamic and Tech-Driven Planning Solutions

Recognizing the evolving needs of his clientele, Roberge understood the importance of offering a digitally advanced planning experience that could adapt to changing financial situations effectively. eMoney's Decision Center, Needs Analysis, and Monte Carlo simulation tools emerged as critical components in facilitating real-time client communication and providing a visual representation of financial strategies.

Enhancing Client Engagement and Planning Flexibility

Clients of Beyond Your Hammock experienced enhanced engagement and accessibility to their financial information through eMoney's Client Portal, resulting in over 95% of clients actively utilizing the platform. During the challenges posed by the pandemic, Roberge seamlessly conducted virtual planning sessions using the eMoney platform, ensuring uninterrupted client support and connectivity.

Empowering Informed Decision-Making

eMoney's comprehensive visualization of clients' cash flow dynamics and balance sheets provided Roberge with a tool to portray the impact of financial decisions over time. Through the Decision Center, Needs Analysis, and Monte Carlo simulation features, Roberge guided clients in making informed choices on resource allocation, goal prioritization, and wealth accumulation strategies.

Driving Growth and Expertise

By leveraging eMoney's advanced planning capabilities, Roberge expanded his expertise in sophisticated tax and income planning, positioning his firm to attract high-income clients. The platform's ability to track and communicate the impact of financial strategies over time enabled Roberge to demonstrate value, leading to a substantial 334% increase in forward-looking recurring revenue over a four-year period.

Ensuring Sustainable Business Growth and Client Satisfaction

eMoney not only supported Beyond Your Hammock's business growth by streamlining planning processes and enhancing client service but also reinforced client relationships through transparent reporting and continuous value addition. Roberge's ability to showcase the evolution of client plans and demonstrate tangible progress contributed to long-term client trust and engagement.

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Comprehensive California Applicant Privacy Disclosures by eMoney Advisor

Collection and Use of Applicant Personal Information

eMoney Advisor, LLC. and its affiliates provide detailed California Applicant Privacy Disclosures to inform California residents applying for roles at the company about their practices regarding the collection, use, sharing, and retention of personal information through the job application process. The company ensures compliance with state, federal labor, employment, and equal employment opportunity laws while handling Applicant Personal Information. This information includes personal identifiers, information described in Section 1798.80, characteristics of protected classifications, internet activity, geolocation data, sensory information, professional or employment-related information, non-public education information, inferences drawn from the collected data, and sensitive personal information such as national identification numbers and medical conditions. The data is used for various purposes including maintaining application records, communicating with applicants, confirming eligibility and qualifications, conducting background checks, and complying with laws and regulations.

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Empowering Financial Advisors with eMoney Advisor Solutions

Embracing Collaboration with eMoney

eMoney Advisor provides cutting-edge solutions that empower financial advisors to collaborate effectively with their clients and teams. By leveraging eMoney's advanced technology and tools, advisors can streamline their workflows and enhance client engagement. The platform allows advisors to create comprehensive financial plans, conduct real-time scenario analysis, and track progress towards financial goals. With eMoney, advisors can cultivate strong relationships with clients by providing personalized and data-driven financial advice.

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Enhancing Financial Planning and Revenue Growth with eMoney Advisor

Robust Financial Planning Support

Vincere Wealth, a fee-only financial planning firm, was able to leverage the robust planning capabilities of eMoney to provide holistic financial planning solutions to clients. By switching to eMoney in 2019, the firm saw significant success in conducting intricate planning that was not possible with their previous software. The advisors at Vincere appreciate how granular their analyses can get using eMoney, allowing them to provide detailed and comprehensive financial plans to their clients.

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Empowering Comprehensive Financial Planning with eMoney Premier

Comprehensive Planning for All Clients

eMoney Premier offers a dynamic solution for financial advisors to plan for clients of any financial situation. By providing goals-based and cash flow-based financial planning tools, advisors can create plans that cater to the unique needs of each client. Whether it's a basic plan based on specific goals or a complex plan addressing intricate financial scenarios, eMoney Premier equips advisors to support clients at any stage of their financial journey.

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Maximizing Operational Efficiency with eMoney Advisor Integrations

Seamless Integration for Streamlined Workflows

eMoney Advisor offers a comprehensive suite of integrations to connect the technology your firm needs, seamlessly and conveniently. By utilizing eMoney's integrations, you can streamline your tech stack and access the tools you require in one platform. This seamless integration eliminates the need to switch between multiple applications, saving time and improving operational efficiency. Whether you need client portal solutions, aggregation tools, or advisor analytics, eMoney's integrations provide a one-stop solution to meet all your technology requirements.

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