When Lauren Williams, CFP®, CRPC®, MBA, launched ProsperPlan Wealth, she had one goal: build a lean, modern firm focused on relationships, not paperwork.
But like many advisors, she faced bottlenecks with manual data entry, disconnected tools, and not-in-good-order (NIGO) paperwork that slowed onboarding and undermined client trust.
With PreciseFP as her data hub, Lauren transformed the way her firm works:
Concierge-first engagement: Real-time client data capture
Cleaner data: Validated at the first point of entry
Smart integrations: CRM, planning, billing, and custodians all in sync
Efficiency at scale: Repeatable processes that support growth and acquisitions
Inside, you’ll discover:
The specific workflows ProsperPlan uses for onboarding, tax reviews, and client servicing
How integrations with Schwab, Wealthbox, Holistiplan, AdvicePay, and more create one seamless ecosystem
Measurable results that improved speed, client trust, and scalability
PreciseFP isn’t just a form tool. It’s where processes live, where data stays clean and where businesses run smarter.
Read the case study to learn more.
Financial Advisory
Gold River, CA
2 full time Fiduciary Advisors with 2 full time staff members
- Co-founder
- Prosper Plan Wealth
- Co-founder
- Prosper Plan Wealth
- Co-founder
- Prosper Plan Wealth
