Hemingway Wealth Uses Asset-Map and eMoney to Generate Robust Client Conversations

Starting in 1995, Eric Hemingway began his career advising business owners, executives, trusts and foundations in the areas of investment advisory, continuity, and succession planning.

Hemingway had been using eMoney to create financial plans for his clients but was looking for a solution that could be used in meetings to ensure clients were more closely following along and absorbing the information behind the complex financial scenarios he was creating. That’s when he found Asset-Map.

When Hemingway added Asset-Map to his technology stack, he knew he was getting a tool that would help him easily collect information from both new and existing clients. But in the years since adopting the client engagement platform, he’s also found ways to leverage its capabilities to generate more precise conversations and use its time-saving features to complement plans built with eMoney.

Read more about the firm’s success in the Hemingway Wealth case study.