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T3 ALL-STAR + 5-star G2
ScanIQ
Say Goodbye To Manual Data Entry With AI-powered Instant Document Extraction
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Fragmented extraction across formats
You're manually entering account numbers, positions, shares, and cost basis from different custodian formats while switching between extraction tools, spreadsheets, and analysis platforms.
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Manual tasks waste 40% of work time
Research shows that workers estimate they could save 6+ hours weekly if repetitive aspects of their jobs were automated - that's nearly a full workday per week lost to manual processes.
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Document length creates bottlenecks
Whether you're scanning 10 pages, 30 pages, 100 pages, or 300 pages, manual extraction becomes exponentially more time-consuming while AI-powered processing handles any document size consistently.
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Different extraction & analysis systems
You extract data manually in one process, then upload to separate platforms like Nitrogen or Morningstar for analysis - a workflow that guarantees errors, delays, and missed insights.
Your Guide to Instant Portfolio Analysis
AI-powered document extraction with instant portfolio analysis
Built on modern machine learning algorithms trained on thousands of custodian statement formats, instantly recognize and extract data from any document while providing immediate portfolio analytics.
Built for modern advisors who need speed and accuracy
While others build basic OCR tools, we've created an AI-powered solution that combines document insights with portfolio analysis, allowing you to move from statement upload to client presentation in minutes, not hours.
How It Works
Step 1
Upload Any Investment Statement
Drop in statements, PDFs, scanned documents, or even phone photos from any custodian, regardless of format, length, or complexity.
Step 2
AI-Powered Data Extraction
Our sophisticated AI engine instantly recognizes and extracts all accounts, positions, shares, cost basis, account types, and additional investment details with precision that surpasses manual processes.
Step 3
Immediate Portfolio Analysis
Get detailed portfolio analysis including sector concentration, geographic exposure, top holdings, and risk analytics in seconds - no additional tools needed.
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Get AI-powered Document Extraction With Instant Analytics
Advisors using AI-powered document processing report 90% reduction in manual data entry time, 10x faster client onboarding, and immediate portfolio analysis that close more prospects.
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Real Impact
- 90% reduction in manual data
- 10x faster client onboarding
- More time on revenue-generating activities
Without ScanIQ
Lose $50,000+ on manual work
- Manual data entry wastes 10+ hours weekly per employee
- $50,000+ annual opportunity cost per employee
- Prospects choose faster competitors
With ScanIQ
Unlock $50,000+ in productivity gains
- Process any document format in seconds, not hours
- Unlock $50,000+ in productivity per employee annually
- Showcase portfolio expertise that wins clients
"StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients."
"StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.”
"We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit.
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