eMoney's September 2022 Case Study on how their clients are using eMoney to scale financial planning across their firms, elevate the client experience, and grow their businesses.

eMoney Case Study 2022

Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.

The following article could be viewed as an endorsement of Winthrop Wealth (“WW”) by eMoney. Here is some important information for you to understand about our relationship with eMoney

• eMoney is not a current client of WW. eMoney is a provider of financial planning software to investment advisors and other financial professionals.
• WW does not pay to endorse or refer potential clients to WW for investment advisory services. However, WW does pay eMoney a normal and customary annual subscription fee for the use of their software.
• In addition, WW may refer other investment advisors and financial professionals to eMoney as potential subscribers. This cross-referral opportunity presents a conflict of interest in that eMoney has a financial incentive to endorse WW in exchange for potential referrals.