Case Study: Jason Howell Company achieves greater client impact and planning confidence with eMoney

Jason Howell Company doubles AUM with eMoney

Jason Howell Company, a registered investment advisor (RIA), faced the challenge of building a reliable technology foundation for his new firm in 2015. After an initial financial planning software failed during a critical client meeting, he needed a solution he could depend on to serve busy dual-income families in the Washington, D.C. area and make their finances more meaningful.

The firm implemented eMoney's Pro planning platform, which became the heart of their client engagements. Using eMoney's interactive features like the Decision Center, they delivered powerful, visual financial plans that provided clients with clarity and confidence. This reliable solution from eMoney enabled the firm to add hyper-personalized services and fully embrace sustainable investing. As a direct result, the firm doubled its assets under management since 2020.

Jason Howell Company