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 ...

No financial technology innovation has saved advisors more time than when custodians began transmitting data files to firms. Processing Content Prior to this change, client data was updated by taking ...

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 ...

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 ...