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.

Custodian 

We’ve partnered with multiple custodians: Fidelity Clearing and Custody Solutions, Schwab Advisor Services, and TD Ameritrade Institutional.

Technology
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.
  • CAIS: A leading financial product platform offering wealth managers access to a diversified menu of alternative investments.
  • 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.
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.