Data Migration Services: Systematically Entering Client Data

Take advantage of eMoney’s Data Migration Services to successfully enter and migrate Client data into the application. Learn how these services can give you time to focus on what’s important to your business, while still accomplishing the necessities of financial planning. With guest Steven Sharp, Data Migration Services Manager.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.