Services
Strategic Financial Outsourcing provides a one-stop shop for all your client service and back-office operations needs. From client onboarding, day-to-day maintenance of accounts, and ad hoc projects, we are here to take the administrative burden off of you, so that you can focus on your client's financial well-being.
DATABASE
MANAGEMENT
Strategic Financial Outsourcing will facilitate the setup and maintenance of your CRM, including records, workflows, and tasks. We also manage client data within your portfolio accounting system to ensure that these records are accurate and in sync with the custodian.
CLIENT SERVICES
We support your clients during their onboarding process by gathering information for account opening paperwork, transfer of assets, and advisory agreements. We also provide day-to-day support of all their service related needs, including account maintenance, money movement, and anything in between.
BACK-OFFICE
OPERATIONS
We have experience with several portfolio account systems including Orion, Portfolio Center, Tamarac and Advyzon. We ensure accurate setup of billing, processing of fees at the custodian, and reconciliation of fee files. Through your platform we will build and maintain performance report templates and distribute these to clients.
CUSTODIAL SUPPORT
Strategic Financial Outsourcing acts as the liaison between your clients and the custodian. We submit paperwork, resolve issues, and track the status of work submitted to ensure timely processing.
Projects
If you have a service or project need that does not fall into one of the categories above, please reach out. We will discuss the request and do our best to accommodate it if it is within our area of expertise.
