Robust Financial Planning Support
Vincere Wealth, a fee-only financial planning firm, was able to leverage the robust planning capabilities of eMoney to provide holistic financial planning solutions to clients. By switching to eMoney in 2019, the firm saw significant success in conducting intricate planning that was not possible with their previous software. The advisors at Vincere appreciate how granular their analyses can get using eMoney, allowing them to provide detailed and comprehensive financial plans to their clients.
Cash-Flow Planning and Decision Center
One of the key features that resonated with Vincere clients was the cash-flow planning capabilities of eMoney. Advisors were able to visually walk clients through their financial plans, helping them understand the necessary steps for success. Additionally, clients benefited from eMoney's advanced features in stock option planning, IRA comparisons, and state relocation analysis. The Decision Center within eMoney became a central hub for Bennett and Douglass, enabling them to model different scenarios and ease client conversations during planning sessions.
Client Engagement and Growth
Vincere Wealth experienced remarkable growth, including a 400% increase in revenue, after merging practices in 2020. The addition of seven advisors and serving about 450 households demonstrated the firm's expanding reach and client base. With eMoney's evolving platform, Bennett and Douglass continued to provide clients with peace of mind and a clear path to financial success. The interactive capabilities and collaborative nature of eMoney enhanced client engagement, allowing for real-time adjustments and visualizations during planning meetings.
Future-proofing and Client Empowerment
By using eMoney as a tool, Vincere positioned itself as a firm where clients could have meaningful discussions about their financial futures. The team empowered clients by showcasing how their life goals could be achieved through strategic financial planning. With a focus on wealth transfer and personalized client experiences, Vincere ensured that clients felt supported and informed about their financial decisions. By meeting clients where they are at, Bennett and Douglass embraced a client-centric approach that fueled the firm's growth and success.