Case Study: Blackwater Financial

When Todd Latocha launched Blackwater Financial, he set out to build a different kind of advisory firm, one designed for proactive, personal relationships with clients in the wealth accumulation stage.

But like many growing advisors, Todd quickly ran into familiar friction. Manual data entry across systems, long onboarding forms, repeated client requests and administrative bottlenecks threatened to slow momentum and cap his growth.

PreciseFP became the center of Blackwater Financial’s operation. By unifying onboarding, data collection, integrations and client engagement, Todd transformed how work gets done. Dynamic fact finders, real-time data validation, seamless integrations with eMoney and Redtail and concierge-style data collection now power a faster, cleaner, more consistent client experience, all without adding headcount.

Today, Blackwater Financial has doubled client capacity, improved data quality, cut onboarding time by 75% and created a modern client experience that earns trust from the very first interaction. Download the case study to see how.