Plannr brings to the market an API-first CRM, whose core mission is to build an ecosystem for the entire financial planner’s ...

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 ...

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 ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

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 ...

If you support users who have trouble entering data and printing an Excel sheet, use this eight-step approach to create a foolproof form. It’s just too easy to kvetch about how incompetent some end ...