Strategic Financial
Helping live a great life
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Strategic One is the secure client portal for Strategic Financial Services. View your financial plan, monitor your investments, and track progress toward your goals in one place. Access important documents and key account information anytime, from anywhere. Designed to give you clarity, confidence, and easy access to what matters most in your financial life. Access is available to clients who have been set up by Strategic Financial Services.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
bug fixes and improvements
The developer, Strategic Financial Services, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Strategic Financial Services Inc
- Size
- 31.8 MB
- Category
- Finance
- Compatibility
Requires iOS 12.4 or later.
- iPhone
Requires iOS 12.4 or later. - iPod touch
Requires iOS 12.4 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © 2026 Orion Advisor Solutions