1st Global, an independent wealth management partner to CPA firms, has partnered with eMoney Advisor, a provider of scalable wealth management technology, to offer affiliated CPA firms an industry-leading financial planning solution that allows them to efficiently track client behavior, benchmark performance against personalized goals and pinpoint opportunities for growth with firm-level analytics.
eMoney’s industry-leading technology offers advisers a real-time, on-demand financial experience that strengthens relationships by focusing on the client’s financial goals, rather than market movement. The way advisers engage with their clients and the way clients engage with their finances has changed, and eMoney’s technology keeps advisers at the forefront of digital trends.
“Advisers’ jobs are more challenging than ever before, which is why we want to help them simplify their business processes so they can spend more time on what matters — understanding their clients’ goals and building relationships with them,” said Stephen Langlois, head of business development at eMoney.
In addition, 1st Global’s customized version of the eMoney system has been enhanced to incorporate 1st Global’s capital market assumptions and investment models and to provide access to compliance-approved account aggregation functionality and digital document storage.
