Case Study: Creative Capital Wealth Management Group achieves flexible planning for non-traditional clients with eMoney

Creative Capital Wealth Management Group grows retainer revenue 100% with eMoney

Creative Capital Wealth Management Group (ccwmg), a financial advisory firm, sought a flexible technology solution to serve a niche client base of accredited investors with complex, non-traditional investments under a retainer fee model. Their challenge was to gain a complete, up-to-date view of these clients' entire financial pictures, which often included assets not held with the firm, in order to provide agnostic, comprehensive advice.

Using eMoney's Pro platform, ccwmg implemented a solution featuring powerful account aggregation and financial planning tools. This allowed them to monitor all client assets in one place, model non-traditional investment options, and provide a high level of service. As a result, eMoney helped the firm's retainer-based business increase revenue by 100% over four years and attract more high-net-worth clients.

Creative Capital Wealth Management Group (ccwmg)