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AI-powered
T3 ALL-STAR + 5-star G2
Extract Documents
Align Portfolio Risk
Digitize Books & Records
Model Alternative Investments
Automate Compliance
Trusted By Firms With
$100B+ ASSETS
Under Management
The next-gen revolt
Your clients' children will inherit $68 trillion - and 81% plan to fire their current advisors, seeking firms with sophisticated investment offerings, superior technology, and digital capabilities.
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The talent shortage
McKinsey projects a 100,000 advisor shortage by 2034. The problem? You can't attract or retain talent without proper systems to transfer knowledge and onboard effectively.
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The data fragmentation crisis
Essential client intelligence is scattered across PDFs and siloed systems, while top advisors leave for technology-superior firms each departure costs $50-100M+ in assets.
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The compliance nightmare
With SEC fines reaching $8+ billion in 2024 for RegBI violations, share class issues, and reverse churning - firms with manual compliance processes are sitting ducks for these expensive violations.
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Powering a New Era of Intelligent Wealth Management
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T3 ALL-STAR + 5-star G2
AWARD-WINNING PLATFORM
3x T3 All-Star Software, 2x WealthManagement.com Awards Winner
$100 BILLION+ PLATFORM ASSETS
Battle-tested for Compliance Audits & Prospect Meetings
9/10 CUSTOMER SATISFACTION
Built By Independent Firms For Independent Firms In Partnership With StratiFi
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."
Deb DeTray
Advisor,
DeTray Investment Group
Hit 5 million AUM in a month"
was able to close $5 million in new AUM in a month using StratiFi to clearly showing risk and reward type scenarios.
Deb DeTray
VP,
Game Changer Wealth
Hit AUM goals in 3 months"
was able to hit his year end goal of new AUM added - in just three months.
Mike Trent
Advisor,
Blueline FP
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.”
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
Save 5 hours per proposal"
used to spend 4-5 hours building each proposal. With StratiFi, she's able to create fully customizable proposals in seconds.
Gail Murdoch
Certified Financial Planner,
Cardinal Investment Group
Hit 5 million AUM in a month"
was able to close $5 million in new AUM in a month using StratiFi to clearly showing risk and reward type scenarios
Matt Hollander
VP,
Game Changer Wealth
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."
Deb DeTray
Advisor,
DeTray Investment Group
Hit AUM goals in 3 months"
was able to hit his year end goal of new AUM added - in just three months
Mike Trent
Advisor,
Blueline FP
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.”
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
Kyle Wiggs
President and Founder,
UX Wealth
Save 5 hours per proposal"
used to spend 4-5 hours building each
proposal. With StratiFi, she's able to create fully customizable proposals in seconds
Gail Murdoch
Certified Financial Planner,
Cardinal Investment Group
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Turnkey Asset Management Platforms (TAMPs)
Insurance Marketing Organizations (IMOs)
Banks
Credit Unions
BEFORE StratiFi
- 15+ disconnected software tools
- Capacity capped at 150 clients
- Generic proposals taking weeks
- 60% time on operations, 40% clients
- Struggling independent advisor
- Worrying about SEC examinations
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AFTER StratiFi
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One unified AI operating system
-
500+ client capacity with better outcomes
-
Personalized proposals in minutes
-
20% operations, 80% high-value client work
-
Market-leading transformation pioneer
-
Confident in bulletproof audit readiness
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Join the AI-Powered Wealth Management Revolution
Meet SEC Requirements With Automated Compliance Alerts
Avoid $500K+ in fines with our unified compliance dashboard validated by top compliance officers at leading RIAs to catch Reg BI, mutual fund share class, cash & position concentration, trading activity violations & more.
Create Factsheets & Research Investments Effortlessly
Replace manual investment research with AI-powered analysis that generates factsheets and evaluates portfolio transitions in minutes, reducing investment committee prep time by 75%.
Build Comprehensive Books & Records That Are Audit Ready
Replace outdated synthetic records that capture only 50% of client data with digital books that capture 100% of information and update automatically as clients' lives change, ensuring full SEC compliance.
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Onboard New Teams To Power Advisor Platform Growth
Grow your enterprise by acquiring and onboarding teams 10x faster by replacing your excel files with an AI co-pilot to transition thousands of accounts into your models & streamline paperwork to gain new AUM.
