Data entry services for the retail industry enhance accuracy, streamline operations, and boost compliance with scalable record management solutions. MIAMI, FL, UNITED STATES, September 11, 2025 ...

LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

IBN Technologies offers data entry services for multi-location businesses, enhancing efficiency, accuracy, and record management solutions across all sites. MIAMI, FL, UNITED STATES, September 9, 2025 ...

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, ...

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 ...

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 ...

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 ...

LONDON--(BUSINESS WIRE)--Infiniti Research, a leading market intelligence solutions provider, has recently announced the completion of its latest success story on market entry research. This success ...

If you support users who have trouble entering data and printing an Excel sheet, use this eight-step approach to create a foolproof form. It’s just too easy to kvetch about how incompetent some end ...