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 ...

The collection and organization of data, especially for big organizations, has always been a daunting task that can overwhelm even the fastest of data entry clerks. No big organization wishes to rely ...

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 ...

Our team tests, rates, and reviews more than 1,500 products each year to help you make better buying decisions and get more from technology. In addition to the client, which can be downloaded for a 30 ...