%2010.svg){kind=logo}
See how StratiFi can power your wealth management firm
Join the AI powered Wealth Management Revolution
In the demo, we will cover how StratiFi’s intuitive platform allows you to:
- Guarantee portfolio fit with risk alignment and check-ins
- Convert statements into insights and winning proposals
- Research investment models and create factsheets
- Convert proposals into e-signed investment policy statements
- Monitor mutual fund shareclass violations
- Comply with SEC Regulation Best Interest
Get a demo of our powerful Platform
Let's get you set up in 2 simple steps.
1
Add your details
2
Book a call
In the demo, we will cover how StratiFi’s intuitive platform allows you to:
- Guarantee portfolio fit with risk alignment and check-ins
- Convert statements into insights and winning proposals
- Research investment models and create factsheets
- Convert proposals into e-signed investment policy statements
- Monitor mutual fund shareclass violations
- Comply with SEC Regulation Best Interest
Trusted By Firms With $100B+ assets Under Management
