Case Study: Range Financial Group scales high-touch holistic planning with eMoney

Range Financial Group scales holistic planning for 216 clients with eMoney

Range Financial Group, an Oregon-based financial advisory firm with $200M in AUM, sought to scale its business while retaining its high-touch, holistic financial planning services. The firm needed a solution that would provide a comprehensive view of each client's financial life to fuel proactive outreach and deepen client relationships. They turned to the eMoney Pro platform to serve as the central tool for this initiative.

By implementing eMoney, Range Financial was able to deliver dynamic, real-time financial planning and run what-if scenarios during client meetings. The eMoney solution provided the deep analysis and planning functionality needed to offer proactive tax strategies and milestone-based advice, which brought the firm closer to its clients. This comprehensive, high-touch service model differentiated the firm, supported seamless onboarding for new advisors, and positioned them for efficient, organic growth while preserving their exceptional level of client service.

Range Financial Group