October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.

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Data Entry

Trusted Back Office Support When You Need It

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4 Specialists

4

Specialists
350 Possible data points entered per case

350

Possible data points entered per case
24 hrs Average process time

24 hrs

Average process time

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.

Set-up Clients Quickly and Efficiently

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.

“I was hesitant to use this service. However, the turnaround time and attention to detail left me breathless. Using eMoney Data Entry is now part of my client onboarding process. Thank you for saving me time. This is a valuable resource, and glad to have you on my team!”1

Keep Client Data Secure

Our highly skilled specialists enter your client data in a secure work environment ensuring client information is protected and confidential.

Cost-effective Data Entry

An economical option whether you need ongoing data entry support or need one-time help updating client information. You only pay2 for the services you need—without having to hire or train a dedicated resource.


1. Client experience survey response received October 2021
2. 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.