Case Study: Magnuson, McHugh & Company, P.A. boosts productivity and profitability with ftwilliam.com from Wolters Kluwer ELM Solutions

How ftwilliam.com's software increases productivity so you can focus more time on your clients, and your firm's growth.

Magnuson, McHugh & Company, P.A. sought a higher-quality document software system for their retirement plan services to better serve clients with unique needs and support the firm's growth. Their previous software was inefficient, prompting Manager Cynthia Beaulaurier to seek a new solution from Wolters Kluwer ELM Solutions, using their ftwilliam.com software.

Wolters Kluwer ELM Solutions provided a seamless data conversion process and exceptional, timely support. Their fully integrated, user-friendly ftwilliam.com system eliminated manual duplication of work, saving a significant amount of time. This allowed the firm to become profitable with the new system immediately and freed up time to focus more on client service and growth.

Magnuson, McHugh & Company, P.A.

Cynthia Beaulaurier

Manager of Retirement Plan Services