Migrating from eMoney? We move your client document vault for you.
We move your client documents to your new platform, map the folders and verify every file. Your eMoney originals stay untouched.
Start with one client — migrated and verified before you commit to the rest.
Your client documents, ready for the move
Moving from eMoney means moving more than planning data. We handle your vault documents — with an agreed folder structure and a record of where every file went.
What you can bring
- Statements and tax returns — the records your clients rely on
- Estate documents and insurance policies — the files behind their plans
- Your other vault documents — scoped with you before the move
What we cover
- Every vault document — moved from the eMoney Vault to your new platform
- Folder fidelity — your source structure is mapped to an agreed destination layout, with any platform limits identified before the move
- Per-file verification — every transferred file is hash-checked, so "moved" means provably identical
- A written record — a deterministic log of what moved, where it landed, and the short list of exceptions, for your compliance file
How it works
Four steps. Your team's involvement is a scoping call and access approvals — the manual work is ours.
Scope
A 20-minute call: your destination platform, client and document counts, folder conventions and deadline. We confirm the access and migration approach. You get a fixed-fee quote in writing — no per-document meter running.
First client
We migrate one client first — we suggest your most complex one. You inspect the result in your new platform before anything else moves.
Full migration
Client by client, your eMoney vault documents move into the agreed destination folders. Any file or folder exceptions are flagged in the log — never silently dropped.
Verification & sign-off
You receive the verification log: every file, its source, its destination, its hash match — plus the exceptions list. Your eMoney source is left exactly as we found it.
The first migration: the firm's most complex account
Our first full migration, from eMoney to RightCapital, was the founding principal's own account — the most complex in the book. Result: 104 of 104 vault files migrated and hash-verified, three new RightCapital folders created where the source structure had no match, three items intentionally left as-is and documented, and the eMoney source untouched throughout.
"Worked like a charm."
— John Robinson, the firm's principal, whose own account was the first migration
Built for a compliance review
Client documents are the most sensitive files your firm holds. The service is run the way your compliance officer will ask about:
Least-privilege access
Access is scoped to the migration, approved by you, and used only in sessions you authorize. Nothing runs under standing credentials.
Auditable by design
Every file's move is logged deterministically — source, destination, hash. The log is yours, formatted to sit in your books-and-records file alongside your Reg S-P documentation.
Clear data terms
The service agreement spells out handling, incident-notification timelines, and certified deletion of working copies when the engagement ends.
Questions firms ask us
Can you migrate to a platform other than RightCapital?
Yes. Tell us which platform you are moving to. We confirm its access requirements, folder options and any limits during scoping, before agreeing the work. The first migration shown above is our verified eMoney-to-RightCapital example.
What does it cost?
A fixed fee for the whole engagement, quoted in writing after the scoping call, based on client and document counts. The first client is migrated first so you can judge the work before the full fee is committed.
What if our new platform uses a different folder structure?
We agree the folder mapping with you before migration, including new folders where the destination supports them. Any platform limits, created folders and exceptions are documented in your verification log.
Do you change anything in our eMoney account?
No. The source is read-only throughout. Files are verified at the destination against the source, and your eMoney vault remains exactly as it was — you retire it on your own schedule.
How long does a firm-wide migration take?
It depends on document volume, and the scoping call produces a schedule you can hold us to. The first client proves the pace before the rest of the book moves.
Who actually does the work?
The Nest Egg Guru team — the same people who built the migration tooling and ran the first migration on a live firm's most complex account. You're not handed off to a subcontractor.
Ask about your migration
Email us your destination platform, client count, rough document volume and ideal timing. We'll arrange a 20-minute scoping call, then quote a fixed fee and schedule in writing.
Email us about your migrationGuru@NestEggGuru.com