Data Entry Services Revamped for Advisors

Bringing on a new client? We’re here to help!

After all, advisors’ time should be spent focusing on the activities that will grow their business. Advisors can leverage our dedicated team to handle time-consuming tasks like data entry.

It’s easy. It’s secure. And it will help free up valuable time so advisors can focus on serving their clients. Icon.DataEntry-1

Data Entry Services Include: 

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.

Interested in learning more? Let your Relationship Manager know!

Julie Himmel

Written By

Julie Himmel is an Enterprise Communications Strategist with eMoney Advisor, LLC. She is a proud puppy mother to a Brittany Spaniel, enjoys spin classes, exploring new cities, being by the beach or in the mountains, and does her best at living a clean, toxic-free life (except for margaritas).