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 ...

Are you looking for data entry jobs from home? Then you are in the right place. It's the first thing most people look fo ...

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 ...

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 ...

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 ...

RES AGT / DATA ENTRY / CLIENT LIAISON Positions available. If you are customer service orientated, well spoken and goal driven, call 4076410642 Regina Hill spent $30,000 on ‘caregivers’ for elderly ...

Data entry is the last mile. The most glamorous transformations have already been completed. Core systems and cloud ...

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 ...