Simonet Financial Group uses eMoney to increase revenue
by adding value to client services.
Founder Bill Simonet and his firm bring clients a greater opportunity for success through a unique culture and business model, predicated on the use of technology as a core part of their services.
The Simonet Financial Group provides comprehensive plans to clients to help them reach their financial goals. They use eMoney every day, whether sitting down with a client and walking through his or her information or on the Client Portal, or using it to create custom reports to send to clients.
Read more about their switch to eMoney.