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 ...

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, ...

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 ...

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 ...

Have you ever found yourself drowning in repetitive Excel data entry tasks, wishing there was a way to make the process faster, easier, and less prone to errors? Whether you’re managing team schedules ...

To begin, you need to enable the Developer tab in Excel. This tab provides access to the tools required for form creation, but it is not enabled by default. To enable ...

Those are a few of the findings in a recent survey of 500 U.S. professionals whose jobs either partially or entirely involve entering data from printed matter, PDFs, spreadsheets, or reports into ...