Wednesday, February 26 | 1:00 p.m. ET Learn nine tactics for digitizing your client experience for engagement, scalability, and growth.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Data Entry

Trusted Back Office Support when You Need It

Curved Image
4 Specialists


350 Possible data points entered per case


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.

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 pay for the services you need—without having to hire or train a dedicated resource.