Case Study: eMoney Advisor achieves subscription-scale billing and 100X faster invoicing with Zuora

eMoney Advisor - Customer Case Study

eMoney Advisor is a leading provider of planning‑centric wealth management software serving advisors, firms and enterprises. Facing rapid growth (about 57,000 subscribers), the company found its manual, offline billing and contract processes could not scale and needed to move online and transition from a traditional model to a subscription-based business.

Zuora partnered with eMoney to implement a subscription revenue platform, redesign the quote-to-cash workflow, and enable a self-service customer experience integrated with Salesforce and DocuSign. The transformation cut time from signature to payment from 600 hours to 84 hours, and delivered major efficiency gains — invoicing 100× faster, collections 7× faster, and provisioning 127× faster — while improving sales productivity and financial agility.

eMoney Advisor

Megan Murray

Chief Financial Officer