The notion of automating client questionnaires sounds simple and makes sense. Technologist and adviser Don Whalen had that idea five years ago when he co-created the application PreciseFP to do just ...

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 ...

Cross-site scripting vulnerabilities allow malicious attackers to take advantage of web server scripts written in languages such as PHP, ASP, .NET, Perl or Java that do not adequately filter data sent ...

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, ...

Automating data entry has become an increasingly important application of artificial intelligence (AI) in recent years. The ability to efficiently extract and manage data from various sources can ...

It seems like pretty much all we read about lately is the increasing number of data breaches and information hacks. When data resides on servers and computers we have no control over, there’s really ...

Intuit has introduced a contest that will give QuickBooks Premier Accountant 2009 and 2010 customers the opportunity to win $1,000 by using the Client Data Review feature. To enter the contest, any ...

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 ...