1st Global said Monday that it has partnered with eMoney Advisor to offer its affiliated CPA firms financial planning solutions that allow CPAs to “track client behavior, benchmark performance against personalized goals and pinpoint opportunities for growth with firm-level analytics.”
David Knoch, president of 1st Global, said that the partnership expands 1st Global’s integrated technology platform “and is a huge value-add” for its 380 affiliated CPA firms.
eMoney’s “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,” Knoch said in a statement.
The partnership “enhances the client — and advisor — experience when providing fee-based financial planning,” a 1st Global spokesman told ThinkAdvisor on Tuesday.
“The biggest value-add is the client portal that allows for communicating back and forth through a secure, compliance-approved portal,” the spokesman said. “This vault is where clients will find all of their important documents.”