1st Global, an independent wealth management partner to CPA firms, has joined forces with eMoney Advisor to offer a new financial planning solution to affiliated CPA firms.
The solution has been designed to allow CPAs track client behaviour, benchmark performance against personalised goals, and highlight growth opportunities.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Moreover, the eMoney platform also covers 1st Global’s capital market assumptions and investment models, offering access to account aggregation and digital document storage functions.
Commenting on the partnership, 1st Global president David Knoch said: “1st Global’s new partnership with eMoney expands our integrated technology platform and is a huge value-add for our advisers.
“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 head of business development Stephen Langlois added: “We’re confident that our technology will help 1st Global advisers 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.”
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
