Case Study: Abacus Wealth Partners empowers advisors with eMoney training

Abacus Wealth Partners trains 70 advisors with eMoney to deliver consistent planning

Abacus Wealth Partners, a financial advisory firm with over $3B in AUM, needed to ensure all advisors could maximize the potential of the eMoney Pro platform to deliver a consistent and impactful client experience. Their challenge was achieving firm-wide proficiency with the software to support their team-based, holistic planning approach.

eMoney addressed this through its comprehensive virtual training resources, including Core Concepts, Intermediate, and Advanced Series. As a result, paraplanner Tachelle Nettles became an in-house eMoney expert who guides her team, significantly improving internal support and planning efficiency. Advisors now confidently use eMoney's full capabilities to better serve their clients.

Abacus Wealth Partners