Case Study

Blue Trust: $16.5B Firm Grows Its Impact with eMoney

Blue Trust: $16.5B Firm Grows Its Impact with eMoney

Pages 8 Pages

Blue Trust, a $16.5B financial firm, has seen a 154% increase in assets under management since adopting eMoney in 2015. The firm offers comprehensive services across seven divisions, enhancing client engagement through customizable tools like the Decision Center and Max Retirement Spending Solver. Their focus extends to "Biblical Stewardship," aiming for $2 billion in annual donations from clients. eMoney has been pivotal in providing real-time insights and facilitating impactful client interactions, leading to more informed financial decisions and strategic charitable giving.

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