eMoney Advisor

“I was excited when I learned there was an hourly data migration service I could use, I was doing it on my own, and it was very painful and expensive because it was time consuming.”

“I trust that eMoney Data Migration team will continue to help me help my clients reach their goals.”

“Now, I can see everything I need about a client’s portfolio before I meet with them. For example: I can see whether their 401(k) matches the advice I’ve provided. I can see their bank balances, their debt, and whether or not they’re following my cash management system. I can make sure my clients are aware of where they’re going and how they’re tracking against their goals. eMoney helps with that.”

“The eMoney team knows exactly where to put the data and how to do it. The Data Migration Services is just that much more cost-effective.”

“eMoney Data Migration Services gets the information to me a lot faster than me having to try and hire and train someone,”

“eMoney is a big differentiator from our competitors. There aren’t a lot of people who do holistic planning the way we do it. We’re looking at everything.””

“Our bank leadership has always seen the connection between wealth and commercial lending,” Murray says. “It helps create that comprehensive relationship.”

“The commercial bankers had no idea at that time the depth of planning that eMoney could do and the value we could bring to clients with complex finances. This plan changed that.”

“I convinced him to try it, and all three of his connections linked. He was so amazed. Now we manage over $30 million for him, and he logs on to the eMoney portal every single day. eMoney really helped us seal the deal.”

“Clients say, ‘Wow, this is great. I can see everything.’ Then we demo a Monte Carlo analysis in the Decision Center, and they can see how it’s interactive. I tell clients ‘This is a living, breathing plan.’”

“eMoney and the planners that use it are a large part of our sales pitch,”

““Using that other tool left me feeling like I’d gone back in time,” she says.”

“As financial planners, we’re in this for the long term. We don’t get a lot of instant gratification in our line of work,” Irvine shared. “But the peace of mind I can provide a client when I model their retirement in eMoney and see how good they feel about the decision—that’s one of the greatest outcomes I could hope for.”

“When we’re showing clients the plan in eMoney, we’re also talking to them about how their money is allocated, how it’s bucketed, and about their long-term care and insurance. We show the estate planning tab. We show gain and loss. That’s when they realize, ‘Oh, this is not a one-and-done thing.’”

“We love to be able to evolve to better serve our clients. Being able to stay in Decision Center and walk clients through a variety of scenarios and how changes could affect their plan has a big impact.”

“When financial planning is the basis for your business, you need to get the best financial planning tool.””

“My team does very in-depth plans, and eMoney is the perfect tool to use for that. Clients love the visual element—it brings them the peace of mind that they will be able to achieve their goals.””

“We are increasingly using Decision Center in client meetings. Whereas before we would get updated numbers during a meeting and adjust [the plan] afterward to share with the client, using Decision Center to update and share those numbers during the meeting really allows us to expedite the discussion. It enhances the immediate conversation and helps speed up our timeline.”

“When your goal is to dive deeper into your relationship with clients, you have to have a platform that really promotes and drives the planning discussions and eMoney provides that.”

“Having everything electronically linked excites me,” he says. “Accessing all that information and then being able to build out new tools, new concepts, with all of that new information, I think that’s powerful.”

“Some of our advisors can quickly create a one-page report in eMoney that shows three different scenarios, with the probability of success for each. Our more advanced users take all the information available to them and make adjustments in real-time based on feedback in client meetings.”

“eMoney’s going to be the tool that allows me to sit down with clients and say, ‘Here’s a snapshot of your entire portfolio allocation and the roadmap to pursuing your goals for the future.’”

“We have been working with eMoney for so long it has become a part of the Horizon story. It’s completely ingrained into how we help advise and keep up with all our clients’ holdings.”

“By leveraging technology to build transparency and internal efficiency, our team is empowered to support clients at elevated levels. We have really specialized roles that allow our team to go deep into their subject matter expertise.”

“Strong technology choices have helped us transform into a true ensemble model where the advisor cultivates more intimate client relationships.”