"When working with Kim, she was able to show us some features that we were not aware of that made developing financial plans much more streamlined. The features in particular that provided the most value, were the Decision Center and the What If's. These two features allow us to quickly develop and compare multiple scenarios side by side, and this saves us a ton of time. Kim was extremely knowledgeable about the software and was able to answer any questions we had. Even after our training sessions, she was extremely responsive and helpful when we reached out with other questions we had regarding the software.”
Nick Devito, Financial Advisor
Menninger & Associates
“We engaged with Optimized Advisors to develop a custom training program for our wealth advisors as well as assist with financial plan input for complex cases. Through a combination of on site and remote sessions, our team learned how to maximize the capabilities of eMoney as well as develop key best practice standards for input and reporting. In addition, Optimized Advisors helped us integrate data from two other technology resources into eMoney. We now have a deep understanding of the tool that will enhance our planning efforts and add tremendous value to our client experience. “
April Collins, Director of Wealth Management
The Sharp Financial Group
“Working entirely remotely from her office in PA, Kim has quickly become an integral part of my team. She is a trusted professional providing tremendous knowledge and guidance regarding the eMoney platform and how we can best leverage its many capabilities for our clients.”
Richard Smarg, Managing Partner
Advisors Trust in Naples, FL
"Kim has become one of us. I trust her knowledge and professionalism to the point that she works directly with my clients in my office and meeting my clients in their home to integrate their information into the eMoney platform. It is a true partnership. Before Optimized Advisors' support, I was unaware of the full power of the eMoney platform."
Richard Wesselt, Principal
Wesselt Capital Group
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