Case Study: R&R Wealth Management deepens client planning conversations with eMoney

R&R Wealth Management serves 6.3 million households with eMoney

R&R Wealth Management, a financial advisory firm, sought to facilitate deeper, more interactive discussions with their clients about their goals and the emotional aspects of financial planning. Their challenge was to find software that could balance mathematical facts with emotion to add significant value to every client meeting. They implemented eMoney's Pro platform to serve as the engine behind their financial planning process.

The solution from eMoney provided interactive tools for modeling scenarios on the fly, including a Roth conversion feature that saved considerable time. The client portal and vault enhanced engagement and security. As a result, the firm gained peace of mind for clients by visualizing impacts on their plans and successfully landed some of their largest and most sophisticated clients. eMoney was instrumental in helping the firm hold impactful conversations that drove client value.

R&R Wealth Management