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Best-in-Class Risk & Compliance Features for Wealth Management Firms
Pricing to Fit your Unique Needs
Essential
Essential features for financial advisory teams
$5,995
per year (1 annual payment)
- Unlimited Licenses
- AI-Powered Document Scanning
- Support for Alternatives
- RTQ, Proposal, & IPS
- Portfolio Insights
- Includes 500 Accounts**
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Recommended
Recommended
Essential features for financial advisory teams
$16,995
per year (1 annual payment)
Premium Features Plus:
- Unlimited Licenses
- Custom RTQ & Fact Finder
- Custom Securities Builder
- Firmwide Analytics
- Team Branding
- Includes 1500 Accounts**
Platinum
Essential features for financial advisory teams
$39,995
per year (1 annual payment)
Premium Features Plus:
- Unlimited Licenses
- Enterprise Customizations
- Priority Feature Development
- Custom Model Marketplace
- Dedicated Relationship Manager
- Includes 4000 Accounts**
Trusted By Firms With
$100B+ ASSETS
Under Management
"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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