Tuesday, January 19 at 2:00 p.m. ET Hear from Gregory Furer, CEO of Beratung Advisors, as he shares his method for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.
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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.
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*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.