We provide a technology platform that will serve you effectively, not just for today, but for the future.

RIA Technology is a critical element for maximizing your productivity, meeting regulatory compliance, and maintaining a successful client relationship. We combine the capabilities of premier technology providers to create a high-performance, fully-integrated RIA technology platform, including:

TD Ameritrade Institutional, (a division of TD Ameritrade, Inc., “TD Ameritrade”, member FINRA/SIPC):

  • custodial services, trading, and clearing
  • the advanced technology of iRebal® and VEO One®
  • seamless integration with Strategic Blueprint’s other technology providers and software
  • both asset based and transaction based pricing available

Black Diamond by SS&C Advent:

  • integrated, customized reporting
  • outsourced data management
  • comprehensive Investor Experience with client portal, business intelligence, and access to third-party integrations

Salesforce and Redtail Technology:

  • complete customer relationship management (CRM)

Laserfiche:

  • comprehensive document management needs
  • integrates with LaserApp, a leading software for forms completion
  • uses Docusign for secure electronic signatures for seamless organization and a paperless working environment
Contact Us

Strategic Blueprint LLC

2200 Century Parkway, Suite 500

Atlanta, Ga 30345

SFA Partners is a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.