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October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

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Data Entry

Trusted Back Office Support When You Need It

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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.

*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.