Wealth Management Support

Stop Typing Statements.
Start Advising.

Offload the tedious CRM and financial planning software data entry. Hire a fully managed Data Entry Virtual Assistant overseen by a dedicated Project Manager at zero extra cost to your firm.

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eMoney Client Import

Processing

Fact Finder Form

Client: Smith, J.

Outside Holdings

Fidelity 401(k) Input

Real Estate Assets

Zillow Values Updated

Proficient in the Advisor Tech Stack

eMoney Advisor

RightCapital

MoneyGuidePro

Wealthbox

Salesforce FSC

Redtail CRM

Flawless Data Integrity for Financial Plans

Your managed VA handles the secure, meticulous input required to build accurate financial plans.

Fact-Finder Transcription

Taking messy, handwritten, or PDF client fact-finders and accurately inputting family details, income, expenses, and goals into your planning software.

Outside Account Entry

Manually transcribing held-away assets (401k statements, bank accounts, external brokerages) into the CRM or planning tool when direct linking fails.

CRM Hygiene & Updates

Cleaning up duplicate records, standardizing contact information, and ensuring every client file in Redtail or Wealthbox is pristine and up-to-date.

Document Organization

Naming, sorting, and securely uploading client tax returns, estate documents, and insurance policies into their respective secure client vaults.

Review Meeting Prep

Pulling Morningstar reports, updating account balances, and preparing the raw data needed for your client's annual or quarterly review presentations.

Data Reconciliation

Cross-referencing your CRM data against custodian downloads (Schwab, Fidelity) to ensure reporting accuracy across your entire firm's book of business.

A Managed Back Office. Zero Overhead.

We oversee your data entry workflows on your behalf at absolutely no extra charge.

Dedicated Project Manager

Stop auditing data entry. Your PM ensures the VA follows your specific software protocols and acts as an additional layer of quality assurance.

No Platform Markups

Traditional freelance sites eat into your margins with 20-40% hidden fees. Sagedoer charges 0% in platform fees. You pay strictly for pure hours worked.

Centralised Time Tracking

We track output, not idle time. Our VAs only log hours when they are actively inputting statements, cleaning the CRM, or organizing vaults.

Security & Continuity

VAs operate under strict confidentiality. Plus, if your primary VA is unavailable, your PM immediately briefs an internal replacement to prevent backlogs.

Why Advisors Choose Sagedoer

Comparing our managed operational model to standard freelance hires.

Operational Needs

Traditional Platforms

The Sagedoer Model

Management Fees

Up to 40% in hidden markups & bidding.

0% Hidden Fees. Protect your bottom line.

Daily Supervision

You must personally check their data entries.

Dedicated PM acts as your QA for free.

Quality Assurance

Hit-or-miss talent unfamiliar with eMoney/CRM.

Internally vetted, financial software trained experts.

Staff Turnover

Start recruiting again mid-quarter.

Seamless internal replacements. Zero downtime.

Outsource Your Admin in 4 Steps

A streamlined workflow designed to get your data digitized instantly.

Submit Requirements

Share your tech stack (eMoney, Redtail, etc.) and specific data entry needs.

Finalise Strategy

Your dedicated PM reviews your workflow and establishes secure SOPs.

Expert Execution

The PM oversees our vetted VA as they transcribe, organize, and input data.

Pay for Output

We charge exclusively for actual working time. PM supervision is free.

Straightforward Pricing

Maximum Value. Zero platform fees. PM included.

Part-Time Assistant

20 HOURS PER WEEK

$7 / hour

Est. $560 USD / Month (4 Weeks)

Pay only for hours of pure work
Dedicated Project Manager included
Free management supervision
Zero setup or onboarding fees
No monthly membership charges

Book a Call

Maximum Value

Full-Time Assistant

40 HOURS PER WEEK

$6 / hour

Est. $960 USD / Month (4 Weeks)

Pay only for hours of pure work
Dedicated Project Manager included
Free management supervision
Zero setup or onboarding fees
No monthly membership charges

Hire Full-Time

Trusted by RIAs & Wealth Managers

See how Sagedoer clears the administrative bottleneck for advisory firms.

"Gave me back my week."

"I used to spend 10 hours a week just typing outside 401(k) statements into eMoney so the plans would run correctly. Sagedoer handles it all overnight now. My PM is fantastic."

— Michael D., CFP®

"Flawless CRM hygiene."

"Our Wealthbox was a mess of duplicate contacts and missing emails. The VA went through our entire book of business, verified the data, and cleaned it up perfectly."

— Sarah J., Operations Director

"Transparent pricing."

"We tried hiring data entry clerks on freelance sites, but the platform fees were ridiculous. Sagedoer's pricing is straightforward, and the fact that they QA the work is a huge relief."

— David L., Partner, RIA

"Gave me back my week."

"I used to spend 10 hours a week just typing outside 401(k) statements into eMoney so the plans would run correctly. Sagedoer handles it all overnight now. My PM is fantastic."

— Michael D., CFP®

"Flawless CRM hygiene."

"Our Wealthbox was a mess of duplicate contacts and missing emails. The VA went through our entire book of business, verified the data, and cleaned it up perfectly."

— Sarah J., Operations Director

"Transparent pricing."

"We tried hiring data entry clerks on freelance sites, but the platform fees were ridiculous. Sagedoer's pricing is straightforward, and the fact that they QA the work is a huge relief."

— David L., Partner, RIA

Frequently Asked Questions

Everything you need to know about our Data Entry VAs for Financial Advisors.

How do you handle sensitive client data securely?

Security is paramount. We recommend you provide the VA with a restricted, role-based login to your CRM or planning software. They should not have export/download privileges. Additionally, we encourage the use of secure password managers (like LastPass) to grant access without revealing raw passwords.

Can the VA learn my specific firm's onboarding process?

Yes. During your kickoff call, you will share your workflow with your dedicated Project Manager. The PM creates an internal SOP and trains the VA exactly how you want your fact-finders transcribed and folders organized.

What if I use proprietary software instead of eMoney/RightCapital?

Not a problem. If you use a custom tool, your PM will review your loom videos or training docs and ensure the VA understands the specific data fields required for your proprietary system.

Do I pay extra for the Project Manager?

Absolutely not. Sagedoer operates on a strict zero-platform-fee model. You pay exclusively the hourly rate for the pure working hours generated by the VA. The Project Manager's QA and supervision are completely free.