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Technology

  • We provide a technology platform that will serve you effectively, not just for today, but for the future.
  • Strategic Blueprint offers a comprehensive suite of tools, resources, and support for the independent financial advisor. A deep commitment to quality service powers our hands-on, consultative approach.
  • By combining the capabilities of premier technology providers, we’ve created a high performance, fully-integrated RIA platform. The Strategic Blueprint tech suite includes:
BLACK DIAMOND BY SS&C ADVENT

A wealth platform that helps advisors deepen client relationships—offering a high-quality investor experience through customized reporting, outsourced data management, business intelligence, and access to third-party integrations.

iREBAL

Portfolio rebalancing software designed for tax-efficient rebalancing, dynamic cash management, tax loss harvesting, and more—adapting to your specific needs so you can rebalance according to your unique approach.

REDTAIL TECHNOLOGY

A web-based, full-featured customer relationship management (CRM) solution designed specifically for financial professionals—allowing you to effortlessly build and manage your book of business.

LASERFICHE

Document management software that streamlines your manual processes into an elegant digital workflow integrating with LaserApp for form completion, and with DocuSign for secure electronic signatures.

ADVICEPAY

A billing and payment fee-for-service solution designed for investment advisers.

Investment Management

You know your clients best. We provide the support – whether you manage your clients’ investments yourself or prefer to leverage third party managers.

Simplicity Where It Counts

We free you to focus on what matters most – addressing client needs – not hassling with back-end burdens. You’ll maintain your independence, your equity and your brand and gain the benefit of:

  • Technology – A state-of-the-art  technology platform  providing open access to a range of investment solutions.
  • Community – The wisdom of peers and industry leaders through workshops, idea exchanges, and collaboration.
  • Choice – Flexibility to bill monthly or quarterly; and whether to charge based on AUM, flat fees, or through a subscription arrangement.
  • Flexibility – The ability to maintain your broker-dealer affiliation with our sister company, SFA.

Affiliate your way

Strategic Blueprint is part of SFA Partners, which empowers you to run your firm, your way, whatever your business model. The Strategic Financial Alliance, our broker-dealer, supports transaction-based independent financial advisors. Strategic Blueprint serves fee-based advisors in need of a Registered Investment Advisor (RIA) platform. And many of our advisors affiliate in a hybrid manner, leveraging both the broker-dealer and the RIA. No matter your firm’s approach to serving clients, we have a solution to support your success.

Custodians

Strategic Blueprint is multi-custodial, enabling you to choose between Fidelity Clearing and Custody Solutions and Schwab Advisor Services based on your needs.

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Fidelity Investments is an independent company, unaffiliated with Strategic Blueprint LLC. Fidelity Investments is a service provider to Strategic Blueprint LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Strategic Blueprint LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

Schwab Advisor Services serves independent investment advisory firms and includes the custody, trading and support services of Charles Schwab & Co., Inc. You may select Charles Schwab & Co., Inc. or another brokerage firm named here to custody your assets and effect transactions in your account.