Case Study: SouthState Wealth wins held-away assets with eMoney

SouthState Wealth manages $6.5 million in new assets with eMoney

SouthState Wealth, a division of SouthState Bank, faced the challenge of winning held-away client assets and expanding its wealth management services. Their goal was to provide deeper holistic financial planning to differentiate themselves from competitors and strengthen client relationships. To achieve this, they implemented the eMoney Pro platform.

The eMoney solution provided comprehensive financial planning tools and account aggregation, which impressed clients and allowed advisors to demonstrate complex scenarios. This directly led to securing significant assets, including one instance of over $30 million from a single client. As a result, SouthState Wealth's investment program grew enormously from $125 million to $2.7 billion in assets under management, with eMoney being credited as a key differentiator in their success.

SouthState Wealth