Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and ...

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, ...

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 ...

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 ...

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 ...

A colleague recently asked me, “How do we move, as an industry, from being historians to being advisors?” I believe data analytics will play a major role in this transition. Data analytics is the ...