Firm Goes from “Lifestyle” to Turbo in Four Years

Firm Goes from “Lifestyle” to Turbo in Four Years

With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.

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Heron Wealth Uses Automation and Streamlined Process to Build "Bionic Advisor" Service Model for Emerging Investors

Heron Wealth Uses Automation and Streamlined Process to Build "Bionic Advisor" Service Model for Emerging Investors

David Edwards, founder of Heron Wealth, a New York-based fiduciary investment advisor and wealth management firm, today announced the release of a detailed case study focused on the successful automation of his firm published in conjunction with financial technology company eMoney Advisor (eMoney).

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