Case Study: MRK Financial Solutions achieves simplified, tech-savvy financial planning with eMoney

Simplifying Planning and Streamlining the Process with eMoney

MRK Financial Solutions, a Plymouth, MN–based advisory firm (13 employees, $4–5M AUM), faced the challenge of moving from decades of analog processes to a modern, digital financial planning experience to keep clients engaged and simplify data sharing. To do this they turned to eMoney and its planning platform — beginning with eMoney’s Vault for secure document sharing — to replace paper-based presentations and manual data collection.

eMoney’s platform and integrations let MRK automatically pull client account data, share documents electronically, run real-time financial scenarios, and show plan “probability of success,” enabling advisors to produce one‑page reports with multiple scenarios on the spot. By using eMoney (a user since 2019), MRK reduced manual data collection and reporting, freed staff to focus on revenue‑generating work, and improved client engagement and planning efficiency.

MRK Financial Solutions

Alex Mayrand

CFP