Newdea is pleased to announce a customer agreement with Strategic Financial, the newest user of Advisor Center"s services for boutique wealth managers. The firm of advisors will utilize the online tool to plan and manage the philanthropy portfolios of its corporate, family and individual clients to help them meet their charitable goals and objectives.
"Newdea"s products provide a unique value-add that enables us at Strategic Financial to help our clients better understand and manage their philanthropy," said Robert Graham, Director of Philanthropy Services at Strategic Financial. "The tools within Advisor Center and Giving Center add a new dimension to the advice and information were able provide clients. The highly specialized, leveraged software will not only improve our services, but also create a greater impact on the causes our clients care about most."
Strategic Financial helps entrepreneurs and successful individuals with financial strategies and solutions for themselves, their families, their businesses, their employees, their communities, and their charitable interests.
"We're passionate about improving the lives of all the people we touch and the people they touch – and Newdea helps position us to do so," Graham said. Strategic Financial's collaborative approach with Newdea enables us to develop client-centered, holistic philanthropy solutions destined to achieve extraordinary results."
About Strategic Financial
Headquartered in San Rafael, California, Strategic Financial works with individuals, families and business owners throughout the United States. The firm utilizes the Enterprise Strategies™ System, The Giving Connection™ and The Stewardship System™ processes to make certain its clients are receiving the most value and significance from their wealth. The unique abilities of the team members and Strategic Alliance Partners allow the firm to develop innovative financial strategies and implement them through a client-centered, values-based methodology for middle-market companies, nonprofits and affluent families. For more information about Strategic Financial, go to http://www.sf-pcg.com.