In this episode, Sam McGee and Alec Walker, EVP of Financial Planning, discuss how Crestmont is simplifying wealth management for high-net-worth clients using the latest features of the E-Money client portal.
They delve into the capabilities of the newly integrated mobile app, which offers a single pane of glass for viewing all financial assets, updating information, and seamless communication between clients and advisors.
They also highlight the importance of uploading crucial documents like wills and life insurance policies to the secure vault for thorough review and future access.
Discover how these innovative tools can enhance your financial planning experience.
Original Air Date: May 24, 2025
Boerne Office: 830-368-2898
Houston Office: 832-280-5288
- 00:00 Introduction to The Ascent with Sam McGee
- 01:08 Meet Alec Walker: EVP of Financial Planning
- 01:57 Simplifying Wealth Management with E-Money
- 02:56 Exploring the Features of the E-Money Mobile App
- 06:20 User Experience and Practical Applications
- 11:20 Call to Action and Closing Remarks
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