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