Case Study: Horizon Financial Group attracts and onboards next‑gen clients with eMoney

Simplifynance FlexGen Advisors Engage Next-gen Prospects with eMoney

Horizon Financial Group, a Baton Rouge–based wealth and retirement planning firm with $325 million AUM, launched Simplifynance in summer 2018 to attract next‑gen clients (ages ~30–45). Facing a demand for instant, collaborative, mobile-first planning and strong cash‑flow tools, Horizon selected eMoney to power a digital, client-driven offering that would appeal to tech‑savvy younger investors.

Using eMoney’s Client Portal, Decision Center and cash‑flow capabilities, Horizon shifted data entry to clients, enabled real‑time scenario planning, and delivered an interactive, lower‑cost service. Since launch Horizon has onboarded a handful of Simplifynance clients and generated growing interest through events like coffee chats; eMoney’s platform also aligns with industry data showing tech‑enabled advisors see meaningful AUM and per‑client gains (median +42% AUM, +35% AUM per client, +24% compensation).

Horizon Financial Group

Rachel Stewart

Younger Advisor