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 ...

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, ...

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 ...

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 ...

One way businesses can save time and money is using Excel spreadsheets as data tables in which to store customer information, inventory details or other important data. Excel has several features that ...

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 ...

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 ...