1st Global and eMoney Partner to Offer CPA Financial Advisors Cutting-edge Financial Planning Platform

1st Global, an independent wealth management partner to CPA firms, based in Dallas has partnered with eMoney Advisor, a leading provider of scalable wealth management technology, to offer affiliated CPA firms an industry-leading financial planning solution that allows them to efficiently track client behavior, benchmark performance against personalized goals and pinpoint opportunities for growth with firm-level analytics.

“1st Global’s new partnership with eMoney expands our integrated technology platform and is a huge value-add for our advisors,” says David Knoch, President of 1st Global. “This state-of-the-art technology will enhance the client experience and enable our affiliated CPA firms to better attract and retain their financial planning clients, as well as engage with them more deeply.”

eMoney’s industry-leading technology offers advisors a real-time, on-demand financial experience that strengthens relationships by focusing on the client’s financial goals, rather than market movement. The way advisors engage with their clients and the way clients engage with their finances has changed, and eMoney’s technology keeps advisors at the forefront of digital trends.

In addition, 1st Global’s customized version of the eMoney system has been enhanced to incorporate 1st Global’s capital market assumptions and investment models and to provide access to compliance-approved account aggregation functionality and digital document storage.

“Advisors’ jobs are more challenging than ever before, which is why we want to help them simplify their business processes so they can spend more time on what matters – understanding their clients’ goals and building relationships with them,” says Stephen Langlois, Head of Business Development at eMoney. “We’re confident that our technology will help 1st Global advisors achieve greater efficiency, scale, competitive edge and growth in their businesses, while delivering the tech-enabled experience that their clients are used to receiving in most aspects of their lives.”