Case Study: Adviser Investments achieves 1,000% planning growth among clients with eMoney

Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney

Adviser Investments, a Newton, Mass.–based wealth management firm ($5.5B AUM) that shifted from an investment-only model to holistic financial planning after acquiring Braver Wealth Management in 2017, faced inconsistent, legacy technology that hindered interactive planning across its advisor teams. To modernize workflows and deliver a unified client experience, Adviser Investments selected eMoney—deploying eMoney’s Decision Center and the “Adviser Insights” Client Portal—to support real-time scenario modeling and a more engaging planning process.

By pairing eMoney’s platform with a central financial planning team, Adviser Investments standardized delivery, increased efficiency, and made planning interactive for clients. The results tied to eMoney are striking: a 1,000% increase in clients adopting planning, $118 million in new AUM linked to planning and eMoney, more than 450 clients onboarded since integration, and $62 million in ancillary services upsold.

Adviser Investments

Dan Silver

President and CEO