Enhancing Financial Planning and Revenue Growth with eMoney Advisor

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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.

Cash-Flow Planning and Decision Center

One of the key features that resonated with Vincere clients was the cash-flow planning capabilities of eMoney. Advisors were able to visually walk clients through their financial plans, helping them understand the necessary steps for success. Additionally, clients benefited from eMoney's advanced features in stock option planning, IRA comparisons, and state relocation analysis. The Decision Center within eMoney became a central hub for Bennett and Douglass, enabling them to model different scenarios and ease client conversations during planning sessions.

Client Engagement and Growth

Vincere Wealth experienced remarkable growth, including a 400% increase in revenue, after merging practices in 2020. The addition of seven advisors and serving about 450 households demonstrated the firm's expanding reach and client base. With eMoney's evolving platform, Bennett and Douglass continued to provide clients with peace of mind and a clear path to financial success. The interactive capabilities and collaborative nature of eMoney enhanced client engagement, allowing for real-time adjustments and visualizations during planning meetings.

Future-proofing and Client Empowerment

By using eMoney as a tool, Vincere positioned itself as a firm where clients could have meaningful discussions about their financial futures. The team empowered clients by showcasing how their life goals could be achieved through strategic financial planning. With a focus on wealth transfer and personalized client experiences, Vincere ensured that clients felt supported and informed about their financial decisions. By meeting clients where they are at, Bennett and Douglass embraced a client-centric approach that fueled the firm's growth and success.

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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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Revolutionize Financial Planning with eMoney Advisor - Expert Demo Request

Comprehensive Financial Planning Solution

eMoney Advisor offers a comprehensive financial planning solution that revolutionizes the way financial professionals engage with clients. Through advanced technology and innovative tools, eMoney Advisor enables advisors to create personalized financial plans that cater to each client's unique goals and aspirations. With features like interactive goal setting, retirement planning, investment analysis, and estate planning, eMoney Advisor empowers advisors to deliver a holistic and tailored financial planning experience to their clients.

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Enhancing Financial Planning Capabilities with eMoney Advisor

The Goal: Transitioning to Holistic Financial Planning

Carey & Hanna Tax & Wealth started as a CPA and tax planning firm, but with changes in licensing laws that permitted CPAs to become financial advisors, they saw an opportunity to expand their services. By leveraging Davin Carey's expertise in financial planning, they aimed to transition tax-only clients into holistic financial service relationships while significantly growing the firm's revenue. This strategic shift resulted in a remarkable growth from $8 million in assets under management to nearly a quarter-billion dollars in AUM.

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Unlocking Financial Success: Simplify, Streamline, and Maximize with eMoney Advisor

Simplify Your Clients’ Financial Lives

eMoney Advisor offers a comprehensive solution to simplify your clients' financial lives. By leveraging cutting-edge technology and intuitive interfaces, eMoney enables you to centralize and organize all aspects of your clients' financial information in one secure platform. With this streamlined approach, you can provide your clients with a holistic view of their financial situation, making it easier for them to set and achieve their financial goals.

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