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 ...

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 ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...

The transformation relied on a three-pronged strategy: operational efficiency, client experience, and scalability. Krupowicz noted that in a market as competitive as the US, speed and accuracy were ...