We help financial advisors
enlighten prospects about
their risk and build trust
Hundreds of financial advisors use StratiFi to grow. Discover how we can help you.
Trusted by Leading Wealth Management Firms
Differentiate yourself and
build a more valuable practice
Enlighten prospects about
what they actually own
Design better portfolios and help clients improve long-term performance.
Win prospects, engage clients, and
Why StratiFi? Hear from your peers.
Simple, Robust and Cost-effective
Stop paying for expensive softwares that don’t deliver what you need
Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.
Award Winning Technology That Helps You
Analyze like a math prodigy
Visualize like a gifted artist
Want to Test Drive StratiFi yourself?
Ready for A Demo? See It Here.
Convert visitors into leads with our free risk analysis widget.
Use StratiFi’s Lead Generation Widget to prospect leads, grow your book, and increase your revenue.
Our platform integrates a number of powerful tools to help advisors do everything from
managing multiple portfolios to improving client relationships.
Have questions or want a full demo?
Know what's newsworthy at StratiFi
Subscribe To Our Newsletter