LOS ANGELES – January 2, 2024 – EVP, Product Strategy, Richard Thoeny was featured in recent Digital Wealth News article, “Why Technology Matters When Advisors Switch Firms.”
"To anyone considering
PreciseFP as a solution, just go ahead and jump in with both feet."
Read how US Air Force veteran, Andy Pike, used PreciseFP to increase his remote team’s operational efficiency through automation, customized forms, and comprehensive client data-gathering.