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 ...

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 ...

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 ...