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 ...

A solution for those tired of inputting client information If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as an online universal client data entry ...

For advisors, offering a modern client portal is a critical tool for staying relevant, competitive and connected.

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 ...

If you ask typical small or midsized accounting practices what their cornerstone applications are, chances are that they will tell you tax prep and write-up. Even with all of the businesses moving ...

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 ...

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 ...