Case Study: Horizon Financial Group streamlines planning and deepens client advice with eMoney

Horizon Financial Group manages 300 households and 75 retirement plans with eMoney

Horizon Financial Group, a financial advisory firm based in Baton Rouge, sought to streamline its financial planning process and meet rising client expectations for technology. The firm turned to eMoney and its Pro platform to develop comprehensive, long-term retirement plans for its clients.

eMoney provided a solution centered on its account aggregation capabilities, which allowed Horizon to create a complete financial picture for each client. This resulted in a more efficient, proactive, and planning-led practice. Using eMoney's tools, the firm can now prepare and monitor plans more accurately, leading to increased client engagement and advice on all their accounts.

Horizon Financial Group