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Products-eMoney Advisor

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.

The Solution: Adopting Advanced Financial Planning Software

To support their transition to holistic planning, Carey & Hanna realized the need for a comprehensive financial planning software that could handle complex financial data, including investment real estate, mortgages, and client assets from various sources. They required a client-facing portal to empower clients to monitor their finances conveniently. After evaluating multiple software solutions, they selected eMoney Advisor for its capabilities in addressing their specific needs, such as real estate investments and account aggregation.

The Result: Deepening Client Relationships and Enhancing Advisor Services

Implementing eMoney Advisor enabled Carey & Hanna to delve deeper into client relationships by offering holistic financial planning. By using eMoney, the firm not only increased client confidence and loyalty but also attracted other financial advisors through shared services opportunities. The platform's ability to provide a comprehensive financial picture helped advisors offer more informed advice, fostering long-term relationships and building trust with clients.

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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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Revolutionizing Financial Planning: eMoney Advisor's Latest Tools and Features

Introducing eMoney's New Advisor Tools for 2025

eMoney Advisor has unveiled a set of cutting-edge tools and features for financial advisors to enhance their planning capabilities and client experiences. With the ever-evolving landscape of financial planning, eMoney is committed to providing advisors with the necessary resources to stay ahead of the curve. The new tools introduced by eMoney are designed to streamline the planning process, improve client engagement, and leverage the latest technologies to optimize the planning experience. By integrating AI and advanced analytics, eMoney's new tools empower advisors to make data-driven decisions and deliver personalized recommendations to their clients.

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Empower Your Financial Planning with eMoney Pro

Simplify Complex Financial Planning

eMoney Pro is designed to help financial advisors assist clients with intricate planning situations in a user-friendly manner. By utilizing this solution, financial advisors can effectively communicate the implications of various financial decisions to their clients, enabling them to comprehend their financial future with ease.

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