Case Study: Archer Investment Management achieves lasting client relationships and faster personalized planning with eMoney

Archer Investment Management An Interactive Financial Approach to Gaining Clients for Life

Archer Investment Management, a Raleigh, N.C.–based advisory firm with $90 million in AUM (as of Nov. 20, 2019), needed a way to create interactive, planning-led client experiences that clarify risk and let advisors respond quickly to life changes. To do this, the firm uses eMoney (an eMoney user since 2012) alongside Riskalyze to integrate risk assessment with comprehensive financial planning and streamline in-person conversations so clients truly understand their choices.

Using eMoney, Archer builds consolidated client profiles, runs real-time scenario analyses (for job offers, unplanned retirements, portfolio performance, etc.), and presents Riskalyze scores in client meetings to confirm comfort levels. eMoney enabled faster, clearer client guidance, reduced client anxiety in unexpected situations, improved engagement and decision-making, and supported Archer Investment Management’s relationship-led growth and client retention.

Archer Investment Management

Nina O’Neal

Partner and Investment Advisor