Thursday, April 23 | 2:00 p.m. ET Market volatility feels less alarming for clients when they're prepared to face it. Join our live webinar to learn strategies for showing clients the value of staying invested in their financial plans.
Trusted Back Office Support when You Need It
Enlist expert setup and maintenance of your clients on the eMoney system so you can focus on what you do best: building relationships that grow your business.
You provide the documents and we’ll handle the rest. We’re experts in the eMoney platform so we’re able to quickly and accurately input simple to complex client cases.
Our highly skilled specialists enter your client data in a secure work environment ensuring client information is protected and confidential.
An economical option whether you need ongoing data entry support or need one-time help updating client information. You only pay* for the services you need—without having to hire or train a dedicated resource.
*The standard Data Entry rate is $50 per hour, billed in 15 minute increments after the first hour. There is a minimum charge of $50. The average data entry time needed for one client case is approximately two to five hours.