Case Study: Sullivan Bruyette Speros & Blayney achieves streamlined financial planning and increased efficiency with eMoney

Sullivan Bruyette Speros & Blayney Improves Efficiency with eMoney

Sullivan Bruyette Speros & Blayney, a Virginia-based RIA managing $3.6 billion in assets and serving roughly 1,000 clients, struggled with a legacy planning tool that required extensive manual updates and limited visibility into clients’ full balance sheets. The firm needed a modern wealth management platform to speed onboarding, reduce manual data entry, and enable more dynamic planning — and selected eMoney as its new solution.

eMoney’s automated aggregation, Client Portal, and Decision Center replaced manual workflows with daily account updates, interactive cash‑flow modeling, and secure document sharing, enabling advisors to deliver more accurate plans faster. eMoney integrations (including single sign‑on with Tamarac and support for DocuSign) shortened onboarding and training, increased client engagement, and freed advisor time to pursue growth—supporting SBSB’s high client retention (over 96%) and broader AUM initiatives.

Sullivan Bruyette Speros & Blayney

Martine Lellis

Chief Operating Officer