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Partner | Addepar

Partner | Addepar

StratiFi + Addepar: Grow Your Practice & Streamline Compliance

Addepar advisors can easily generate proposals, see portfolio risk, and have oversight on accounts to increase IPS compliance directly within the Addepar portal.

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Leverage our seamless two-way integration

Seamlessly sync client and accounts details into StratiFi, including position data, and sync risk scores and files into Addepar.

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Use Cases

For Financial Advisors

For Investment Managers

For Compliance Officers

Integrations & Partners

Product

Risk Tolerance & Capacity Assessment

Investment Policy Statements

Proactive Surveillance & Compliance

Competitors

Riskalyze Alternative

Hidden Levers Alternative

Tolerisk Alternative

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