eMoney Data Entry Services

Data Migration Services

Data Migration Request Form
Thank you for your interest in eMoney Data Migration Services. Please complete the fields below and one of our Data Migration Specialists will contact you within 1-2 business days regarding your inquiry.
CONTACT INFORMATION
Advisor Full Name*
Advisor Email Address*
Advisor Phone Number*
DATA MIGRATION REQUEST TYPE
Type*
Select an option from the list. A brief description will display below.
This type of request is selected when you plan to change, or have recently changed, platforms and would like your client data transferred accordingly.
This type of request involves the eMoney Data Migration team entering basic contact information such as name, address, date of birth, email address, and phone number, as well as more advanced Fact Finder information.

Please note that we do not add any custom planning scenarios or presentations into the client's account.

New Clients? Download eMoney's Fact Finder form here.

CHANGING PLATFORMS

This type of request involves transferring your data from one version of the eMoney platform to another version of the eMoney platform.

Please note that the Data Migration Service does not have the ability to transfer individual clients. Please delete inactive clients prior to requesting a change of platform.
Old Platform*
Enter the old platform name.
New Platform*
Enter the new platform name.
Special Instructions or Notes
(Optional) Enter any additional information regarding the request.

Enter New Client/Update Client Data

This type of request involves entering client information into the Advanced Facts area of the eMoney platform.
List Client Name(s)*
Number of Clients
Special Instructions or Notes
(Optional) Enter any additional information regarding the request.
Helpful Hints - Adding Documents to the Vault

Complete the following steps in order to upload client information into the client's Vault.

Step 1: From your client list, select the client that requires data entry.

Step 2: On the Quick Links bar (top left of page), go to Vault.

Step 3: Click New Folder (top right of screen) and name it Data Migration.

Step 4: Once in the folder, click Upload to add applicable files.

NOTE: Include the following information: Client Name, Address, Date of Birth, Phone Number, Email Address, Property, Investments, Life Insurance, Salary, Expenses and Liabilities.

WHAT HAPPENS NEXT?

Review the steps below. Click Submit Request to proceed.

Step 1	eMoney Data Migration Services will send you a quote via email.
Step 2	Review the quote and submit it via DocuSign. Note: This step is required to proceed.
Step 3	The eMoney Data Migration Services Team receives the signed quote and adds the request to their queue.
Step 4	Upon completion of the request, eMoney Data Migration Services will upload a quality assurance (QA) document into the Advisor's Vault for review.
Step 5	The Advisor is billed via the billing method on file.

Data Migration Services