Case Study: Beyond Your Hammock Grows AUM Nearly 6x with eMoney

Beyond Your Hammock grows AUM almost 6x in 4 years with eMoney

Beyond Your Hammock, a fee-only financial planning firm, needed a technology-driven solution to serve its digitally native clients who were focused on more than just retirement planning. Their challenge was to help clients visualize complex, evolving financial situations and manage competing priorities in real time. They implemented eMoney's Pro platform to meet this need.

eMoney provided the solution with its dynamic planning software, specifically leveraging tools like the Decision Center and Monte Carlo simulation for real-time client collaboration. This allowed the firm to clearly articulate its value, leading to a measurable impact: Beyond Your Hammock grew its assets under management from $8M to $47M in four years and increased its 12-month recurring revenue by 334%.

Beyond Your Hammock