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 ...

For advisors, offering a modern client portal is a critical tool for staying relevant, competitive and connected.

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 ...

Today, HawkSoft and SALT are announcing a new integration that helps independent insurance agencies improve the accuracy and efficiency of their data intake. SALT's intelligent intake platform is now ...

Our team tests, rates, and reviews more than 1,500 products each year to help you make better buying decisions and get more from technology. In addition to the client, which can be downloaded for a 30 ...