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Financial Advisors

Extract Documents
Align Portfolio Risk
Digitize Books & Records

AI-powered wealth management expert who serves 300+ clients with institutional-quality.

See how Financial Advisors use StratiFi's integrated platform to replace 15+ disconnected tools with one unified AI operating system that makes you as sophisticated as BlackRock.
Book a demo

The Problem

You're drowning in operational chaos while watching AI and mega-institutions threaten your competitive position.
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Risk tolerance vs. capacity issue
Most platforms average together risk tolerance and risk capacity scores, which can result in clients with extremely low risk tolerance ending up with portfolios that are far too risky for their situation. 1
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Evolution over time
While risk attitude is stable, risk-taking behavior changes based on age, recent market events, and life experiences 2 - but most tools only assess once.
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Lack of customization
One-size-fits-all assessments don't account for your specific client base, entities, or institutional decision-making processes. Institutional clients need different approaches than individual investors.
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Confused clients
Even with sophisticated risk scoring, you're spending time explaining what the numbers mean instead of having productive conversations about how clients actually feel about their investments and wealth journey.
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How Financial Advisors Use Our Platform

Morning Portfolio Review

15 minutes

vs. 2+ hours

You start your day reviewing AI-generated insights across your client portfolios.

  • RiskIQ automatically flags emotional concerns before clients call panicked
  • PrismIQ identifies portfolio drift requiring attention
  • Visual timelines showing psychological patterns over time

Client Onboarding

30 minutes

vs. 4+ hours

  • New prospects receive RiskIQ behavioral assessments that reveal true risk tolerance.
  • ScanIQ instantly extracts their current portfolio data from statements.
  • InvestIQ generates professional proposals demonstrating exactly how you'll improve their outcomes.
  • PolicyIQ converts proposals into e-signed Investment Policy Statements automatically.

Ongoing Client Management

Proactive

vs. Reactive

  • RiskIQ conducts quarterly behavioral check-ins, alerting you when clients feel anxious about markets.
  • PrismIQ monitors portfolio risk continuously, flagging when allocations drift from targets.
  • ComplianceIQ documents every interaction automatically, ensuring perfect SEC examination results.

Business Development

Data-Driven

vs. Guesswork

  • ModelIQ connects you with institutional-quality strategies from top asset managers.
  • InvestIQ creates compelling proposals that showcase your sophistication.
  • ComplianceIQ maintains perfect compliance records that support your credibility during prospect meetings.

Practice Scaling

Serve More Clients

vs. Current Limitations

  • Background AI monitoring tracks all clients simultaneously, alerting you only when intervention creates value.
  • Automated goal monitoring provides continuous client engagement without manual oversight.
  • Unified client intelligence feeds comprehensive financial plans automatically.

Reclaim Your Time and Amplify Your Advisory Impact

Get an AI platform that matches your capabilities with the operational efficiency your practice demands.

 

Ready to lead the market as an AI-powered Financial Advisor?

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 trapped in operational chaos that prevents scaling:

  • Tool fragmentation

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

  • Manual compliance risk

    SEC violations cost firms millions annually due to poor recordkeeping and documentation gaps

  • Client retention challenges

    Significant client turnover because you can't demonstrate proactive value between meetings

  • Limited scalability

    Stuck serving current client capacity while working excessive hours with minimal time for actual advisory work

  • Competitive disadvantage

    Prospects choose faster competitors or lower-cost alternatives because your proposals take days, not minutes

  • Result

    You remain an overwhelmed advisor competing on price rather than value, losing clients to AI platforms and mega-institutions while working excessive hours for diminishing returns.
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    With StratiFi

    You become an AI-powered wealth management expert who dominates your market:

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    Unified operations

    One platform replaces multiple tools, letting you spend significantly more time with clients

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    Automated compliance

    Perfect SEC examination results with zero manual documentation or recordkeeping violations

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    Proactive client engagement

    Continuous AI monitoring demonstrates ongoing value, achieving exceptional retention rates

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    Scalable expertise
    Serve significantly more clients with same team size through background AI intelligence and automated monitoring
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    Competitive advantage

    Generate sophisticated proposals in minutes, converting prospects faster than any competitor

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    Result

    You become the advisor other firms study - serving many more clients, perfect compliance record, premium fees justified by demonstrated value, and a significantly more valuable practice.

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