eMoney Advisor

““As the need for advice grows, there is a tremendous opportunity for fee-based, advice-centric firms like ours to innovate. We decided to create a financial planning experience that would deepen the level of service and engagement offered to clients. Relationships are critical, but so is creating value,””

““As advisors, we really dig into the data provided by eMoney’s various scenarios. Clients rely on our ability to translate that data into actionable decisions and compassionate advice. eMoney allows us to devote Doyenne time to what Doyenne does best.””

““We love how much data we get out of eMoney. We can analyze dozens of client scenarios,” Petty says. “The art of being an advisor is understanding and selecting which bits of information will be meaningful and actionable for the client.””

““eMoney has been a powerful solution for us in terms of modeling client scenarios.””

““Our clients come to us with a list of wishes and want to know if they are on the right path to fulfill them,” Allvine explains. “eMoney helps us see which wishes are possible.””

“When we started Doyenne, I knew we needed a solution for serious quantitative scenario planning in our IQ work. eMoney allows us to do Monte Carlo analysis and explore many scenarios. The Doyenne EQ is then in choosing the most impactful information to present to the client.””

“The trainings, webinars, and blog are all resources I make sure that our advisors know are there,”

“The best part of the learning experience was discovering the power of eMoney. It is a really powerful tool and I could explore its capabilities and how to best model everything that we want to model.”

““I think when clients come to someone for advice about their future retirement investments, they kind of expect you’re building a full picture behind the scenes. And if you’re only going as far as a yellow pad, there could be things that you’re missing. eMoney allows you to present your value in a clearer, more way.””

““One of the things we’re doing is further building out a financial planning team to help them so they can just work with the output.””

““You can’t give someone a complete financial plan if you don’t have their complete financial picture. Having the ability to link in those outside client assets was really important for us. We needed everything—work retirement plans, mortgages, loans, outside bank accounts, and credit cards—to give us the complete picture, so we could give the client complete advice.””

““In Southern California, most people have a mortgage for life and a lot of people have a couple of rental properties,””

““Most of them didn’t deal with mortgages and real estate property for investment very well,””

““If you wait six months, a year, five years to jump into the financial planning game, you’ll probably find yourself at the very back of the pack relative to your competitors. And you’ll eventually have to go through the exact same learning curve you’ve been avoiding. So, I’d rather be an early adopter with strategies and technology that obviously have some staying power and can benefit our clients.””

“This approach was the main catalyst for taking $8 million in assets under management to where we are today: just shy of a quarter-billion dollars in AUM.””

“I’ve always been a fan of technology and use it to work with clients all over the U.S. I love that there aren’t any geographical limitations on who we can work with. Coupling my retainer fee model with eMoney means all my clients are getting the same high level of service and visibility they would be if they did come into our offices.”

“I know I’m getting an up-to-date picture of my clients’ financial lives. I don’t have to cobble it together from three-month-old account statements that are already out of date.””

““The net worth statements and cash flow reports in eMoney are an opportunity to show clients how we’re continually adding value. Having those kinds of checkpoints reinforces what’s being delivered and shows that the plan is evolving as their needs are.””

““They are trying to balance saving for their children’s college with saving for their own future, and there’s a fine line for saving in the college category and bankrupting your own retirement. Being able to model the different scenarios with the eMoney Decision Center helps to illustrate the long-term impact of those choices.””

““Over 95% of our clients utilize their financial portal.””

““When I started working with clients in 2013, they were mainly concerned about cash flow. But in just a few years, their financial situations became much more complex, and eMoney could handle that evolution.””

““You can’t help clients make better decisions unless they understand the interrelated elements of their plan,” Tu says. “When clients understand the big picture, they feel good about the path they choose. That’s why we’ve been using eMoney from the start and haven’t changed.””

““High-earning medical professionals have so many financial products to choose from,” Tu says. “eMoney allows us to explore every possible scenario to help them make those decisions.””

““We live and breathe Decision Center,” Tu says. “Planning is a continuous story, so we’re big on collaboration. Decision Center helps us show clients different ‘lenses’ through which to look. We’ll show them their Total Tax Report, Monte Carlo scores for volatility risk, estate distribution visualizations and more. We’re able to show them exactly how they’re on or off track, and precisely what they need to do to achieve better financial outcomes.””

““The biggest advantage of eMoney is that it helps us understand our clients’ taxes holistically,””