Luke Baumgarten, Harvest Investment Services, LLC

“PreciseFP has completely changed the way we do business as a firm. We use this system for a number of different processes that have helped create efficiencies and innovation within our firm. This is a must-have system for firms that want to create a memorable client experience that resonates.”

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.