How Coastline Wealth Quadrupled AUM with Hubly
“Make the investment because it will save time on the backend.”
Cornerstone Wealth Advisors was already doing a lot of things right. The first meeting was working. The chemistry, the trust and the energy were all there. Clients were already saying yes.
But once a client committed, the next step required gathering sensitive information, routing documents manually and completing a Risk Tolerance Questionnaire on a separate task. All necessary. All important. And all happening in a way that introduced friction at exactly the wrong time.
In this case study, see how this Florida-based ensemble RIA rebuilt their entire client onboarding process around a single secure PreciseFP engagement — sent the same day a client commits, completed privately on the client’s own terms and mapped directly to Redtail with no rekeying.
Download the case study to see how Coastline achieved enterprise-level consistency while quadrupling AUM, tripling team size and improving visibility across 13 offices.
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