Switching to Right Capital? We move your eMoney client documents vault for you
We move your vault documents into the matching RightCapital folders and verify every file. Your eMoney originals stay untouched.
Start with one client — migrated and verified before you commit to the rest.
The part of the migration nobody does for you
RightCapital's importer handles plan data, but leaves the vault documents to you. We move the statements, tax returns, estate documents and insurance policies — with a record of where every file went.
What RightCapital's importer covers
- Plan data — accounts and planning figures extracted from reports
What we cover
- Every vault document — moved from the eMoney Vault to the matching RightCapital folder
- Folder fidelity — your source structure is mapped, and new folders are created where nothing on the RightCapital side matches
- 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: how many clients, how many documents, your folder conventions, your deadline. 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 RightCapital before anything else moves.
Full migration
Client by client, your eMoney vault structure is mapped onto RightCapital. Files that belong nowhere yet get a properly named new folder, 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 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
Why not just use RightCapital's own migration help?
Use it — for plan data. Their Smart Import reads planning reports and cuts data-entry time. It does not move vault documents. The vault is the part that otherwise lands on your staff, one download and upload at a time.
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 folder structure doesn't match RightCapital's?
That's normal, and it's handled: matching folders are mapped, missing ones are created with sensible names, and every created folder and exception appears 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.
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Ask about your migration
Email us your 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