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 ...

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 ...

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

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 and entering numbers on a computer is one of the most laborious aspects of data management. Ten-key data entry expedites this process, focusing only on the number keys, 0 through 9, which ...

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 ...

Those are a few of the findings in a recent survey of 500 U.S. professionals whose jobs either partially or entirely involve entering data from printed matter, PDFs, spreadsheets, or reports into ...

Have you ever found yourself drowning in repetitive Excel data entry tasks, wishing there was a way to make the process faster, easier, and less prone to errors? Whether you’re managing team schedules ...

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 ...