Beratung Advisors leveraged eMoney to scale a dynamic and holistic financial planning model, driving rapid growth and expanding its impact. Founded with the goal of delivering comprehensive, client-focused planning, the firm grew assets under management from $35 million in 2016 to $266 million in 2023, achieving over 600 percent growth. Serving thousands of households with a team of certified professionals, Beratung emphasized education and collaboration to attract top financial planners. By integrating eMoney into its processes, the firm improved efficiency, enhanced planning capabilities, and supported consistent, high-quality client experiences, enabling scalable growth while maintaining personalized financial guidance.

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