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Data Migration Services

Our data migration services team can save you time and protect your bottom line by inputting your clients’ data quickly, accurately, and securely.

Save time

You provide the documents; we’ll handle the rest. Our eMoney experts can quickly and accurately enter any case—including data transitions from other technology tools—so you can spend more time doing what you do best.

As one advisor reported, “I need accurate information, but every hour I spend updating or entering client information is an hour I can’t bill for.” Learn how eMoney helps Croom Financial improve efficiency.

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Save money

Whether you need ongoing data entry support or one-time help updating client information, we can provide the services you need.

Read how not having to hire or train a dedicated resource can reduce data entry costs by as much as 94%.

Read Case Study


Keep client data secure

We work in a secure environment ensuring your client information is protected and confidential.



To get started, submit this form or contact one of our Data Migration Specialists.
E-mail: Phone: 1-888-362-8482


Additional services and support

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Education and Practice Management

The Financial Planning Group is made up of planning experts, many of whom are CFP® professionals, who combine hands-on experience and advanced education to support our users. From building complex scenarios to informing solutions inside and outside of our technology offerings, they help meet the evolving needs of you and your clients. 

Training and coaching

Our training team offers personalized success coaching for getting started and virtual training sessions to help ensure you feel confident that you and your practice are doing all you can with eMoney.

Client support

To accommodate your needs, our eMoney experts are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, through the channels you preferto answer any questions you have about working within the platform.


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