HACKENSACK, N.J., May 02, 2023 (GLOBE NEWSWIRE) -- Paperclip, Inc. (PCPJ) announced today that its Mojo service has helped a large client optimize its data entry. Advisors Excel, an Independent ...

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend on ...

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 ...

Nearly every accountant has used AI in one form or another, whether for their clients or their own firm, but not necessarily for accounting, according to a report from Intuit QuickBooks. Processing ...

Alice, The Mad Botter’s flagship data platform, addresses this challenge by bringing disparate systems together and giving ...

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, ...

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 ...

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 ...

Curious about data entry data? It involves tasks like inputting and updating information in computer systems. In this guide, we’ll dive into what this job entails, the essential skills needed, and ...

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 ...

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 ...