Case Study: CAPTRUST achieves 45% wealth management AUM growth and 99% client retention with eMoney

CAPTRUST Grows Wealth Management AUM by 45% and Retains 99% of Clients with eMoney

CAPTRUST, an employee‑owned independent wealth advisory firm, faced a need to modernize its financial planning platform to deepen client engagement and scale advisory services. Its prior tool produced static, paper‑based reports and was mainly used by technical planners, so CAPTRUST evaluated and selected the eMoney platform to support more modular, collaborative, and client‑friendly planning.

eMoney’s Client Portal, Decision Center, Vault and screen‑sharing features enabled interactive, real‑time scenario modeling and automated data aggregation, driving broader advisor adoption and more engaging client conversations. Since adopting eMoney, CAPTRUST doubled eMoney users from 21 to 42, grew wealth management AUM from $4.4B to $6.4B (a 45% increase), runs 100% of its planning on the platform, and achieved a 99% client retention rate.

CAPTRUST

Nick DeCenso

Manager, Wealth Solutions