Case Study: Horizon Advisers delivers holistic financial planning with eMoney

Horizon Advisers supports nearly 1,000 households with eMoney

Horizon Advisers, a financial planning firm headquartered in Michigan, sought a robust tool to support its deeply ingrained holistic approach to financial planning. Their challenge was to find a solution capable of handling complex, interconnected financial aspects for their clients, including investments, taxes, and retirement planning, to provide clear and actionable communication.

The firm implemented eMoney Pro as its core financial planning solution. The eMoney platform provided invaluable cash flow reports and scenario modeling capabilities, which helped clients visualize their financial futures and make informed decisions. This integration has made financial planning a cornerstone of their services, bringing efficiency to managing nearly 1,000 client households and helping to demonstrate to clients that they have the means to retire, thereby growing their AUM to $710 million.

Horizon Advisers