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Focus on what you do best
and let us handle the rest
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Welcome to Strategic
Financial Outsourcing
Strategic Financial Outsourcing allows financial advisors to focus on the management of their client relationships and growing practice. We work as an extension of your team, taking on the back-office operation, administrative tasks, client service and more.
Our Services
DATABASE
MANAGEMENT
We manage the setup and maintenance of your CRM and portfolio accounting system.
CLIENT SERVICES
We provide end-to-end support for your clients, including account opening, maintenance, and money movement.
BACK-OFFICE OPERATIONS
We prepare and process fee billing for your clients, in addition to providing invoices and performance reports.
CUSTODIAL SUPPORT
We communicate to the custodians for you to ensure paperwork and request are executed.
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