Case Study: BerganKDV achieves growth, scalability, and higher client satisfaction with eMoney

BerganKDV Leverages eMoney to Grow, Scale, and Increase Client Satisfaction

BerganKDV, a 340‑person professional services and CPA firm that manages $1.4 billion in assets and offers the Lifewise financial‑planning service, struggled with goal‑based planning software that couldn’t meet the tax, estate and cash‑flow needs of more sophisticated and tech‑savvy clients. After beta‑testing eMoney’s Client Portal and Decision Center, BerganKDV adopted eMoney to deliver a more comprehensive, interactive planning experience with account aggregation and real‑time scenario analysis.

Using eMoney, BerganKDV migrated 300 client plans within months, eliminated manual data entry, and integrated account aggregation and tools like Hidden Levers and Tamarac to scale without adding staff. The eMoney implementation increased advisor efficiency, improved client satisfaction—especially among younger clients—and positioned the firm to deepen client relationships and drive top‑line growth.

BerganKDV

Matt Cosgriff

Wealth Advisor