Case Study: EP Wealth Advisors accelerates growth and acquisition onboarding with eMoney

EP Wealth Advisors scales to 28 acquisitions with eMoney

EP Wealth Advisors, a national RIA, sought to enhance its growth through an aggressive mergers and acquisitions strategy. Their challenge was to successfully onboard all acquired firms onto a unified financial planning platform to ensure a consistent and robust client experience. To meet this goal, they leveraged the eMoney Pro platform.

The solution implemented by eMoney was central to EP Wealth's planning strategy and M&A onboarding process. The results included deeper client relationships and a powerful tool for prospecting, with new business won directly from eMoney demos. The vendor's platform enabled better client conversations and allowed recently acquired firms, which previously lacked resources, to quickly adopt the proven system and see an immediate increase in business.

EP Wealth Advisors