Ameritas leveraged eMoney to drive growth by delivering full-spectrum financial planning tailored to diverse client needs. Through its affiliate, Investment Advisors, Inc., the firm sought a solution that could improve planning efficiency while supporting a large and varied client base. By adopting eMoney, Ameritas achieved significant results, including 100% client retention for those with financial plans and a 50% increase in assets under management within two years. Serving around 250 households and managing billions in assets, the firm enhanced its ability to provide comprehensive, data-driven strategies, improving client engagement, operational effectiveness, and long-term financial outcomes.

Join for free to read