Learn how CAPTRUST uses eMoney to increase client engagement and AUM.
The CAPTRUST team needed a platform that would support the collaborative decision-making their clients wanted and that would grow as their needs evolved.
Learn how they model financial information with eMoney in all of their prospect meetings to show the value of their services.
Many of the top advisory firms in the U.S. use eMoney to create emotionally engaging experiences that connect clients' financial decisions to the people and things that matter most to them. Find out how they're improving their businesses and positioning their clients to succeed.