eMoney
31 Case Studies
Case Study: Beyond Your Hammock achieves a 121% increase in recurring revenue with eMoney
A eMoney Case Study
Meeting the Varied Financial Needs of Millennial Clients with eMoney
Beyond Your Hammock is a Boston-based, fee-only financial planning firm that serves six-figure young professionals on a monthly subscription model and manages about $8 million in assets. Founder Eric Roberge needed a single software solution that could handle basic budgeting and cash-flow needs for early-career clients and scale into advanced planning as clients’ lives and finances grew—so he began using eMoney to fill that gap.
eMoney provided a scalable planning platform (Client Portal, Decision Center, account aggregation and automation) that lets Beyond Your Hammock move clients from simple cash-flow work to five‑year projections, goal modeling and complex “what‑if” scenarios while also streamlining operations and advisor training. As a result of using eMoney, the firm saw a 121% increase in recurring revenue, improved client engagement and referrals, and reduced time spent on manual tasks.
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Beyond Your Hammock
Eric Roberge
Founder