Luke Baumgarten

PreciseFP has completely changed the way we do business as a firm. We use this system for a number of different processes that has helped create efficiency’s and innovation within our firm. The support from the PreciseFP team is top notch and always taking on new ideas and trying to implement them as quick as possible. We have used this system to help onboard new 401k’s for plan sponsors and participants and have successfully completed an automated process to track and migrate $40 million of assets in less than a month to TD Ameritrade Institutional. I have yet to have a bad experience with this company and will say, this is a must have system for firms that want to create a memorable client experience that resonates.

Start your free 7 day trial

Hassle free data gathering