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Chief Operations Officers

Extract Documents
Align Portfolio Risk
Digitize Books & Records

Build scalable operations that unlocks firm expansion.

See how COOs at $1B+ wealth management firms use StratiFi to eliminate integration complexity, automate workflows, and build operational excellence that drives competitive advantage.
Book a demo

The Problem

You're overwhelmed by fragmented systems, manual processes, and fighting operational fires instead of building growth infrastructure.
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Multiple disconnected systems
You're managing systems that don't talk to each other, manual processes that break under volume, and vendor relationships that create integration nightmares every time something needs to change.
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Budget constraints
Advisors expect seamless technology that "just works" and compliance needs bulletproof processes, but you're expected to deliver this across exponential growth without proportional investment.
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Band-aid fixes
You spend time on things that broke instead of building systems that won't break, stuck in tactical system administration when you should be architecting competitive operational advantage.
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Scaling bottlenecks
New advisor hires expose bottlenecks, system upgrades create integration problems, and growth initiatives get constrained by operational limitations you can't solve fast enough.
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How Chief Operations Officers  Use Our Platform

Unified Infrastructure

Single Platform

Disconnected Systems

You move from fragmented vendor management to unified operational excellence with AI-powered infrastructure.

  • ComplianceIQ eliminates regulatory technology vendor relationships
  • InvestIQ consolidates proposal and analysis tools into one platform
  • ModelIQ centralizes model portfolio access without integration overhead

Automated Workflows

Scalable Processes

vs. Manual Operations

  • PolicyIQ automates document workflows that previously required manual coordination
  • ScanIQ handles data processing automatically across all client interactions
  • RiskIQ provides behavioral assessments that integrate seamlessly with all systems

Growth Architecture

Strategic Building

vs. Tactical Fixing

  • Growth IQ enables practice acquisition management without vendor coordination
  • Documents IQ provides digital records management instead of managing system integrations
  • Operations IQ saves $50,000+ per employee annually by eliminating manual processes

Predictive Management

Proactive Planning

vs. Reactive Firefighting

  • ComplianceIQ identifies violations before regulators find them
  • RiskIQ flags emotional concerns and clients that need check-ins
  • PrismIQ AI monitoring portfolios that have drifted from targets requiring attention

Strategic Leadership

Business Strategy

vs. System Administration

  • Growth IQ reveals cross-selling opportunities and household intelligence insights
  • ComplianceIQ transforms compliance from cost center into competitive advantage
  • InvestIQ enables strategic investment leadership rather than tactical system management

Stop Fighting Fires, Start Building the Future

See unified platform, automated workflows, and strategic transformation in action.

Ready to stop fighting fires and start building the future?

Schedule Your Demo Start Your 30-Day Trial
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Without StratiFi vs With StratiFi

Deliver institutional-quality service at robo-advisor speed while building the personal relationships that neither pure AI nor mega-institutions can match.

  • Without StratiFi

    You're overwhelmed by operational complexity limiting business growth:

  • Tool fragmentation

    Managing multiple disconnected platforms consumes most of your time with administrative tasks

  • Band-aid fixes

    Constantly patching broken processes instead of building lasting solutions

  • Increased compliance exposure

    Reactive monitoring that creates regulatory risk and audit preparation stress

  • Strategic marginalization

    Stuck in tactical system administration instead of strategic leadership

  • Top advisors leaving

    Operational limitations and poor technology drive high-producing advisors to competitors

  • Result

    You remain a system administrator managing technical debt while competitors build operational advantages.
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    With StratiFi

    You become a growth architect who builds operational excellence:

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    Unified infrastructure

    Single platform eliminates multiple vendor complexity, letting you focus on strategic building

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    Automated workflows

    AI-powered processes that scale without breaking under growth pressure

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    Proactive compliance

    Automated monitoring prevents violations before regulators find them

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    Strategic leadership
    Your operational expertise drives business strategy instead of tactical fixes
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    Attract top talent

    Superior operational capabilities become a key reason advisors choose your firm

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    Result

    You become the COO other operations leaders study - building unified platforms that enable unlimited growth.

What our customers are saying

"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."
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Deb DeTray
Advisor,
DeTray Investment Group
"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.”
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Corey Franco, CFS®
President,
NobleBridge Wealth
Management
"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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Kyle Wiggs
President and Founder,
UX Wealth