Amplius Wealth, an independent firm managing $1.5 billion in assets, leveraged eMoney to deliver comprehensive and personalized financial planning after breaking away from a large institution. Founded in 2021, the firm serves around 400 families, many of them multi-generational, while adding 30 to 40 new clients annually. By adopting eMoney, Amplius achieved over 99 percent client retention and a 60 percent client portal adoption rate, enhancing engagement and transparency. The platform enabled efficient, data-driven planning and improved operational scalability, allowing the firm to amplify client experiences while maintaining strong growth and delivering tailored financial solutions.

Join for free to read