Case Study: MAI Capital Management achieves consistent, scalable planning and accelerated growth with eMoney

MAI Capital Management Promoting Growth with a Consistent and Scalable Planning Experience

MAI Capital Management, a full-service, fee‑based wealth management firm with over $5.9 billion in AUM, faced the challenge of bringing consistency, accountability, and scalable digital planning to support growth and acquisitions. To standardize planning across advisors and improve client experiences, MAI expanded its use of eMoney — a platform some advisors had used since 2014 — and committed to a firm‑wide deployment beginning in early 2017.

MAI created a seven‑person centralized planning team of eMoney power users and configured the platform to balance centralized plan production with advisor access and client interactivity. With eMoney, MAI added more than 280 clients to the system by the end of 2016 and another 900 thereafter, moved roughly 1,200 of about 1,600 relationships onto the platform (with nearly a quarter engaging via the Client Portal), earned a 95% positive portal‑benefit rating in a client survey, and realized a 50% increase in assets under management by June 30, 2019.

MAI Capital Management

Jim Smith

Managing Director