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 ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...

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 ...

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, ...

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 ...

RightCapital scored a spring hit when it introduced its Snapshot feature to advisors back in April. Now, the financial planning application provider has a fall follow-up in the form of Blueprint.

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 ...

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 ...

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 ...