Skip to content
January 4, 2024

Announcing the Launch of StrategicOne, Online Client Portal

Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is pleased to announce the launch of StrategicOne, a custom-built client engagement platform. StrategicOne delivers a straightforward and simple solution for client’s to monitor, manage and take action on their financial plan. This innovative platform marks a significant step in Strategic’s continued commitment to empowering clients with the tools and information they need to be clear about their financial plan and confident they are on track.

“Strategic has been providing leading Investment Management and Financial Planning services for over 40 years. I am proud that our team refuses to rest on their laurels and continues to deliver game-changing solutions to common industry challenges,” said CEO Alan Leist, III. “This willingness to grow is especially important as the industry undergoes an evolution in financial planning to a more dynamic service model. Our lives are dynamic, and our financial plans should be too. A talented group of service-minded team members uniquely positions us to design, build, and manage StrategicOne in-house. We are grateful for their innovation, time, and dedication in the delivery of a great client experience,” added Leist.

Key Features:

  1. Convenient Access and Management: A living financial plan with easy-to-view dashboards in a secure portal, accessible anywhere with internet access.
  2. Streamlined Communication: A client-advisor communication hub with easy search functionality and automated alerts to ensure important information is not missed.
  3. Simplified Task Management: Dashboards that deliver real-time visibility into completed, pending, and upcoming tasks, with alerts and reminders to keep plan goals on track.
  4. Comprehensive Financial Overview: Financial accounts in one place for a clear view of a client’s net worth, and insight into investment portfolios, performance, and retirement success probability scores.
  5. Secure Document Storage: Life’s most important documents safeguarded in one, easily accessible location.
  6. Powered by Salesforce.com: The robust security standards and regulations of Salesforce.com offer the highest levels of protection for sensitive financial information.

“We are thrilled to announce the launch of StrategicOne to our clients,” stated Kasey Williams, COO of Strategic Financial Services. “Bringing this product from vision to fruition is proof of our commitment to innovation and best-in-class client service. The opportunity to leverage unique abilities within our team – including technology, financial planning, and operations – all in collaboration with rigorous client testing and feedback enabled us to build a truly valuable solution for its users,” Williams added.

For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.

About Strategic Financial Services

In business since 1979, Strategic has a team of over 35 professionals, servicing more than 1,100 clients and managing $1.8 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Services and Corporate Retirement Plans.

Headquartered in Utica, NY with Satellite offices in Little Falls, Rochester, Rome, Syracuse, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, the firm continues to expand its geographic footprint and influence across the northeast and throughout the United States.

###

Related News