If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry. “It's really a replacement for the paper-based ...

No financial technology innovation has saved advisors more time than when custodians began transmitting data files to firms. Processing Content Prior to this change, client data was updated by taking ...

Nearly every accountant has used AI in one form or another, whether for their clients or their own firm, but not necessarily for accounting, according to a report from Intuit QuickBooks. Processing ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Data organization and data gathering have been some of the most vital necessities for the success of small and large businesses alike. Building a data entry unit from the ground up can be ...

Moneyinfo has partnered with ZeroKey to simplify and accelerate adviser data access to integrations across the wealth management ecosystem. The firms said this means advisers can access and re-use ...

A colleague recently asked me, “How do we move, as an industry, from being historians to being advisors?” I believe data analytics will play a major role in this transition. Data analytics is the ...

Curious about data entry data? It involves tasks like inputting and updating information in computer systems. In this guide, we’ll dive into what this job entails, the essential skills needed, and ...

To begin, you need to enable the Developer tab in Excel. This tab provides access to the tools required for form creation, but it is not enabled by default. To enable ...