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T3 ALL-STAR + 5-star G2
PolicyIQ
Convert Proposals to E-Signed Investment Policy Statements Instantly
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Disconnected policy creation
You're manually recreating asset allocations, model breakdowns, and client information already captured in your proposals and fact-finding process.
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Fragmented signature processes
Email chains with Word documents, version control issues, and scattered signature records create audit headaches and delay client onboarding.
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Time-consuming customization
Creating professional IPS documents that reflect your expertise requires hours of formatting and customization for each client.
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Increased compliance risks
Inconsistent or inadequate IPS documentation creates fiduciary violations that can trigger SEC enforcement actions.
Your Guide to Digital Investment Policy Workflow
Replace hours of customization with minutes of automation
Seamlessly integrate client discovery, proposals, and IPS documentation so you never manually recreate asset allocations or client information again.
Create unified workflow from proposals to e-signed policies
Built-in e-signature capabilities and automated audit-ready documentation that streamlines client onboarding from start to finish
How It Works
Step 1
Seamless Fact Finding & Data Gathering
All client information, asset allocations, and model breakdowns from your proposals and fact-finding automatically populate your customizable IPS templates.
Step 2
Complete Policy Customization
Customize every aspect of the policy with the same flexibility as your proposals, create drafts, and iterate based on client needs while maintaining compliance standards.
Step 3
Built-in E-Signature & Documentation
Send for electronic signature directly from the platform with audit-ready records automatically saved and organized for regulatory compliance.
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Created Digital Investment Policy Statements In Seconds
Automated policy generation that demonstrates your expertise and accelerates client onboarding.
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Real Impact
- 90% reduction in IPS creation time
- Zero compliance issues
- Faster client onboarding
Without PolicyIQ
Waste billable hours
- Duplicate data across systems
- Inconsistent documentation
- Fragmented signature processes
With PolicyIQ
Automate policy creation
- More time for revenue-generation
- Achieve zero compliance issues
- Accelerate client onboarding
"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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