Case Study: Korhorn Financial Group achieves fully integrated, real-time financial planning with eMoney

Korhorn Financial Group Creates a Fully Integrated Experience with eMoney

Korhorn Financial Group (KFG), a Michiana, Indiana wealth management firm managing $162 million in assets, struggled with Excel-based planning that required quarterly or semi-annual manual updates, invited typing errors, lacked real-time visibility, and demanded heavy meeting-prep support. To solve these challenges and create a seamless client experience, KFG adopted eMoney (in use since 2009) to replace spreadsheets and consolidate planning workflows and account data.

eMoney’s aggregation, real-time data, and probability/stress-testing tools automated updates, reduced human error, and improved client engagement through a client portal. Korhorn reports saving about 15 minutes of prep per appointment (roughly 15–17.5 hours weekly across 60–70 appointments), reduced support headcount to two full-time and two part-time staff for seven advisors instead of the seven–nine previously needed, increased discovery and transfer of investable assets, and achieved ~25% client portal adoption—clear, measurable gains in efficiency and scalability with eMoney.

Korhorn Financial Group

Summer Hathaway

Wealth Management Office Manager