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, ...

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 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 ...

Data entry is a critical component of many business operations, but it can be a time-consuming and tedious process. As a result, many companies are turning to data entry outsourcing companies to ...

In today’s data-driven world, data entry skills are more valuable than ever. Most data entry roles require a high school diploma or GED, making them accessible to a wide range of job seekers. Whether ...

One way businesses can save time and money is using Excel spreadsheets as data tables in which to store customer information, inventory details or other important data. Excel has several features that ...

Q. I spend a substantial amount of time entering data into Excel. Do you have any suggestions on ways to make this faster and/or more efficient? A. One of the best data-entry tools to use in Excel is ...