Case Study: Precision Financial achieves secure, seamless cloud mobility with 365 Data Centers

Precision Financial Turns to 365 Data Centers for Cloud Migration and Security

Precision Financial is a 50‑year‑old, multi‑generational registered investment advisor in New Jersey that manages assets for more than 400 families. As the firm expanded and added locations, its on‑premises IT kept staff tied to one site; cookie‑cutter RFP responses left them without a secure, mobile solution that matched their growth and compliance needs.

365 Data Centers designed a customized migration, migrating three locations to a secure cloud environment while handling equipment reviews, disaster recovery sizing, compliance and data security. The go‑live was seamless—backup, migration and rollout completed with no service disruption—resulting in static IPs, dual authentication, immediate secure access from tablets and remote devices (replacing bulky VPNs), and freeing the COO from day‑to‑day IT management.

Precision Financial

Dave Vollmer

Chief Operating Officer