Case Study: How Quo Vadis Embraces a Hybrid Approach in Financial Advisory with PreciseFP

Quo Vadis Financial owner, Andy Pike, CLU®, CKA®, is an Air Force retiree after serving for 26 years. He’s committed to helping clients navigate their financial needs, a more impactful extension that continues his work from the military.

Andy lives and works in Hawaii but also employs another advisor residing in Tennessee. They needed a solution to manage their financial firm remotely while maintaining a high level of service. They sought to automate various processes to improve efficiency and client engagement and searched for software that could streamline data management, improve client communication, and integrate with existing systems.

They found PreciseFP.