Luke Baumgarten, Harvest Investment Services, LLC

“PreciseFP has completely changed the way we do business as a firm. We use this system for a number of different processes that have helped create efficiencies and innovation within our firm. This is a must-have system for firms that want to create a memorable client experience that resonates.”

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.