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T3 ALL-STAR + 5-star G2
InvestIQ
Create Winning Proposals In Minutes That Showcase Your Investment Expertise
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Research scattered across platforms
You're switching between Morningstar, custodian platforms, fund websites, and Excel spreadsheets to build a complete picture of any investment portfolio.
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Alternatives require specialized analysis
REITs, buffer funds, structured products, and tactical strategies need modern modeling that basic research tools can't provide - yet these represent the fastest-growing segment of client portfolios.
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Lack of customization in existing tools
Rigid proposal formats and basic templates fail to showcase your firm's specialized expertise, reducing your sophisticated investment strategies to generic presentations that clients can't differentiate from automated advice.
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Output is too complicated for clients
Technical analysis filled with industry jargon confuses clients rather than building confidence in your recommendations, leading to delayed decisions and lost opportunities.
Your Guide to Stellar Investment Proposals That Win Clients
Transform how you research, analyze, and present investments with End-to-end proposal creation
Built on sophisticated machine learning algorithms and extensive market data, our platform combines institutional investment research with expert presentation tools that were previously only available to large asset managers.
Proposals that adapt to your investment approach instead of forcing you into rigid templates
While others focus on basic research platforms or simple proposal tools, we've created a unified solution that handles everything from initial screening to final client presentation with full customization that matches your firm's unique expertise and branding.
How It Works
Step 1
Plug in Client Investment Accounts
Connect your custodian or upload client holdings to instantly import all investment positions including complex alternatives, structured products, and tactical strategies.
Step 2
Research Investments & Compare Models
AI-powered analysis compares current holdings against thousands of alternatives with thorough due diligence including factor exposure, risk attribution, and performance during market stress.
Step 3
Create Proposals With Branded Templates
Use customizable templates with document library to convert research into fully customized, branded proposals with your firm's logos, colors, disclosures, and presentation style in a single click.
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Showcase Institutional-level Sophistication With Your Proposals
Be the advisor who demonstrates investment expertise mastery - using instant proposal generation to close affluent clients with presentations that differentiate you from competitors and robo-advisors.
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Real Impact
- Saver 3-4 hours per proposal
- Earn instant credibility
- Win $10M+ high-net-worth clients
Without InvestIQ
Prospects Pick Robo-Advisors
- 10+ hours and $3,000+ per proposal
- $150,000+ annual opportunity cost per advisor
- 67% of high-net-worth clients switch advisors
With InvestIQ
Prospects Choose Human Expertise
- Generate proposals in minutes, not days
- Reclaim $150,000+ in productivity per advisor annually
- Retain high-net-worth 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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