A Full-Service Vendor to Automate and Support the Production of Client Reports
A Full-Service Vendor to Automate and Support the Production of Client Reports
1 Pages4 Faneuil Hall, 4th Floor Boston MA 02109 USA Tel 617 723 6161 www.assette.com CASE STUDY Strategic Financial Services Utica, NY AUM: $1B Background Founded in 1979, Strategic Financial Services is a leading investment and wealth management firm based in Utica, NY. The firm focuses on long-term goal-based investing and financial planning. Their unique approach drove growth one relationship at a time through client and professional referrals,
