Case Study: Beratung Advisors scales holistic financial planning with eMoney

Beratung Advisors scales financial planning and grows AUM 600% with eMoney

Beratung Advisors, a financial planning firm founded in 2016, sought to scale its delivery of dynamic and comprehensive financial planning to achieve significant growth. To meet this challenge, the firm implemented eMoney's Pro platform to establish a scalable and repeatable planning process that would allow for deeper client connections.

Using eMoney's Base Facts tools for client onboarding, goals, and financial priorities, Beratung Advisors streamlined data gathering and organized all client information in one place. This eMoney solution created an efficient process that cut to the core of client goals, resulting in a 600+ percent increase in assets under management (AUM) between 2016 and 2023 and helping to build lifelong client relationships.

Beratung Advisors