Comprehensive Wealth Advisor Solutions For Financial Advisors

The Blueprint Financial Advisors platform is built upon this fundamental objective:

Empower advisors to focus on growing their business and serving clients rather than day-to-day-operations

Thus, it’s in our best interest to understand the challenges advisors face and find solutions that are optimal and sustainable (not just whatever answer is readily available or easy to implement).

Practice
Management

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Advisor
Technology

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Office

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Asset
Management

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Practice
Management

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Advisor
Technology

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Back
Office

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Asset
Management

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Practice Management

  • White labeled communication materials to use in conversations with clients
  • Website development and ongoing management
  • Customized sales and marketing collateral to use with prospects
  • Systematic, repeatable prospect nurturing program
  • Facilitated networking and best practices sharing to support constantly improving practice efficiency
  • Capital for advisor succession opportunities
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Technology

  • Single sign-on to manage day-to-day operations: Partnership with Orion Advisor Solutions provides tools for custodial client account management, investment reporting, and financial planning for clients and prospects
  • Streamlined, secure solution for held-away accounts: Opportunity to pursue new prospects and serve existing clients more robustly through partnership with Pontera, which enables compliant management of held-away accounts
  • Client Relationship Management platform: Access to Redtail, an industry-leading CRM designed specifically for financial advisors, which integrates with other popular financial services tools
  • Electronic signatures: Faster, more convenient document signing with clients due to electronic agreement capabilities through Docusign
  • Digital payment processing: Efficient, compliant, and secure management of billing and digital payments associated with fee-for-service financial planning through AdvicePay
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In-House Back-Office Capabilities

  • End-to-end transition support (Broker Protocol member)
  • Day-to-day operational assistance from real people you can reach quickly and who will provide a timely response
  • Friendly broker-dealer relationship
  • Solution-based compliance and oversight
  • Financial planning and estate planning resources
  • Insurance product selection, application processing, and policy servicing through affiliate Blueprint Insurance Services
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Customized Asset Management

  • Separately managed account portfolios built to be highly accessible and compliant
  • Ongoing updating and execution of all portfolios, including risk-mitigation process and tax-loss harvesting
  • Prioritization of risk management and global asset allocation in most SMAs
  • Utilization of transparent, straightforward, and repeatable systematic investing rules that advisors can easily explain to prospects and clients
  • Maintenance of any custom holdings or restricted securities at the client level
  • Monthly calls between the advisor and portfolio management team
  • Direct indexing capabilities to reduce portfolio costs and enhance tax-loss harvesting
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Let's Talk

If you’d like to learn more about our comprehensive wealth advisor solutions

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