Bringing on a new client? We’re here to help! With eMoney Data Entry service, you can focus on the activities that will grow your business by offloading the most time-consuming and non-revenue generating tasks in your office to a dedicated support team.
In fact, the eMoney Data Entry service can often offset the need for a dedicated staff member to learn and handle manual processes, saving you time and money.
Let’s look at what we offer and how you can take advantage of our services.
What We Do
We’re here to help with the setup and maintenance of your clients’ data, so you can concentrate on connecting with clients and building your business.
Data Entry Service Includes:
- Adding or updating client cases, including income, expenses, liabilities, property, investments, insurance, and more.
- Organizing quarterly, semi-annual, and annual client statements that are hosted in the Vault.
- Migrating client data when switching firms or broker-dealers.
Ready to get started? Fill out the Data Entry form. Once we receive the completed form, we’ll provide next steps and send a quote via email.
Want to learn more? Contact us by email or at 888-362-8482 with any questions.