--- title: StratiFi Case Studies — Real Outcomes for RIAs and Broker-Dealers | Akhil Lodha description: Real outcomes from wealth management firms using StratiFi for risk alignment, compliance monitoring, IPS, and proposals at scale. image: https://www.stratifi.com/hubfs/logo.png --- [![StratiFi_Logo_500x500 (1) 10](https://www.stratifi.com/hubfs/StratiFi_Logo_500x500%20(1)%2010.svg) ](https://www.stratifi.com) ![hamburger](https://145915907.fs1.hubspotusercontent-eu1.net/hubfs/145915907/hamB.svg) - Product **** [Product ](https://www.stratifi.com/case-studies/author/akhil-lodha#) [ Turn Client Anxiety Into Confidence With Ongoing Risk Alignment ](https://www.stratifi.com/advisoriq) [ Institutional Risk Analysis For Modern Wealth Management Firms ](https://www.stratifi.com/institutional-multi-factor-risk-analysis) [ Create Winning Proposal In Minutes That Showcase Your Expertise ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes) [ Say Goodbye To Manual Data Entry With AI Data Extraction ](https://www.stratifi.com/operationsiq) [ Get E-Signed Investment Policy Statements From Clients ](https://www.stratifi.com/convert-investment-proposals-to-e-signed-ipss-instantly) [ Prevent Fines With Automated Portfolio Supervision & Surveillance Monitoring ](https://www.stratifi.com/complianceiq) - Solutions **** [Solutions ](https://www.stratifi.com/case-studies/author/akhil-lodha#) [ Financial Advisors **Replace multiple disconnected tools with one unified AI operating system** ](https://www.stratifi.com/how-financial-advisors-use-stratifi) [ Chief Executive Officers **Scale your wealth management firm beyond your imagination** ](https://www.stratifi.com/how-chief-executive-officers-use-stratifi) [ Chief Compliance Officers **Turn regulatory overhead into your firm's competitive edge** ](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi) [ Chief Investment Officers **Enable advisors to deliver personalized institutional-quality solutions at scale** ](https://www.stratifi.com/how-chief-investment-officers-use-stratifi) [ Chief Operations Officers **Build scalable operations that enable unlimited firm expansion** ](https://www.stratifi.com/how-chief-operations-officers-use-stratifi) [ Chief Technology Officers **Build capabilities that attract top talent and drive strategic differentiation** ](https://www.stratifi.com/how-chief-technology-officers-use-stratifi) - Resources **** [Resources ](https://www.stratifi.com/case-studies/author/akhil-lodha#) Education [ Blog ](https://www.stratifi.com/blog) [ Glossary ](https://www.stratifi.com/glossary) [ Knowledge Base ](https://help.stratifi.com/) [ Video Lessons ](https://help.stratifi.com/video-lessons#main-content) Community [ Case Studies ](https://www.stratifi.com/case-studies/) [ Model Marketplace ](https://www.stratifi.com/model-marketplace) [ Partners ](https://www.stratifi.com/partnership) [ Webinars ](https://www.stratifi.com/webinars) Ebooks [ Five Portfolio Risk Myths ](https://www.stratifi.com/5-myths-ebook-download) [ Help Cautious Investors ](https://www.stratifi.com/cash-hoarder-ebook) [ Manage Aggressive Investors ](https://www.stratifi.com/risk-takers-ebook) - [Integrations](https://www.stratifi.com/integrations) - [Pricing](https://www.stratifi.com/pricing) [ Log in ](https://advisors.stratifi.com/signin) [ Book a Demo ](https://www.stratifi.com/book-a-demo) - Product **** [Product ](https://www.stratifi.com/case-studies/author/akhil-lodha#) [ Turn Client Anxiety Into Confidence With Ongoing Risk Alignment ](https://www.stratifi.com/advisoriq) [ Institutional Risk Analysis For Modern Wealth Management Firms ](https://www.stratifi.com/institutional-multi-factor-risk-analysis) [ Create Winning Proposal In Minutes That Showcase Your Expertise ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes) [ Say Goodbye To Manual Data Entry With AI Data Extraction ](https://www.stratifi.com/operationsiq) [ Get E-Signed Investment Policy Statements From Clients ](https://www.stratifi.com/convert-investment-proposals-to-e-signed-ipss-instantly) [ Prevent Fines With Automated Portfolio Supervision & Surveillance Monitoring ](https://www.stratifi.com/complianceiq) - Solutions **** [Solutions ](https://www.stratifi.com/case-studies/author/akhil-lodha#) [ Financial Advisors **Replace multiple disconnected tools with one unified AI operating system** ](https://www.stratifi.com/how-financial-advisors-use-stratifi) [ Chief Executive Officers **Scale your wealth management firm beyond your imagination** ](https://www.stratifi.com/how-chief-executive-officers-use-stratifi) [ Chief Compliance Officers **Turn regulatory overhead into your firm's competitive edge** ](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi) [ Chief Investment Officers **Enable advisors to deliver personalized institutional-quality solutions at scale** ](https://www.stratifi.com/how-chief-investment-officers-use-stratifi) [ Chief Operations Officers **Build scalable operations that enable unlimited firm expansion** ](https://www.stratifi.com/how-chief-operations-officers-use-stratifi) [ Chief Technology Officers **Build capabilities that attract top talent and drive strategic differentiation** ](https://www.stratifi.com/how-chief-technology-officers-use-stratifi) - Resources **** [Resources ](https://www.stratifi.com/case-studies/author/akhil-lodha#) Education [ Blog ](https://www.stratifi.com/blog) [ Glossary ](https://www.stratifi.com/glossary) [ Knowledge Base ](https://help.stratifi.com/) [ Video Lessons ](https://help.stratifi.com/video-lessons#main-content) Community [ Case Studies ](https://www.stratifi.com/case-studies/) [ Model Marketplace ](https://www.stratifi.com/model-marketplace) [ Partners ](https://www.stratifi.com/partnership) [ Webinars ](https://www.stratifi.com/webinars) Ebooks [ Five Portfolio Risk Myths ](https://www.stratifi.com/5-myths-ebook-download) [ Help Cautious Investors ](https://www.stratifi.com/cash-hoarder-ebook) [ Manage Aggressive Investors ](https://www.stratifi.com/risk-takers-ebook) - [Integrations](https://www.stratifi.com/integrations) - [Pricing](https://www.stratifi.com/pricing) [![sign-1](https://www.stratifi.com/hubfs/sign-1.svg) ](https://www.stratifi.com/) [ Book a Demo ](https://www.stratifi.com/book-a-demo) ![hamburger](https://145915907.fs1.hubspotusercontent-eu1.net/hubfs/145915907/hamB.svg) [![sign-1](https://www.stratifi.com/hubfs/sign-1.svg) ](https://www.stratifi.com/) [ Book a Demo ](https://www.stratifi.com/book-a-demo) ![hamburger](https://145915907.fs1.hubspotusercontent-eu1.net/hubfs/145915907/close.svg) - Product **** [Product ](https://www.stratifi.com/case-studies/author/akhil-lodha#) [ Turn Client Anxiety Into Confidence With Ongoing Risk Alignment ](https://www.stratifi.com/advisoriq) [ Institutional Risk Analysis For Modern Wealth Management Firms ](https://www.stratifi.com/institutional-multi-factor-risk-analysis) [ Create Winning Proposal In Minutes That Showcase Your Expertise ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes) [ Say Goodbye To Manual Data Entry With AI Data Extraction ](https://www.stratifi.com/operationsiq) [ Get E-Signed Investment Policy Statements From Clients ](https://www.stratifi.com/convert-investment-proposals-to-e-signed-ipss-instantly) [ Prevent Fines With Automated Portfolio Supervision & Surveillance Monitoring ](https://www.stratifi.com/complianceiq) - Solutions **** [Solutions ](https://www.stratifi.com/case-studies/author/akhil-lodha#) [ Financial Advisors **Replace multiple disconnected tools with one unified AI operating system** ](https://www.stratifi.com/how-financial-advisors-use-stratifi) [ Chief Executive Officers **Scale your wealth management firm beyond your imagination** ](https://www.stratifi.com/how-chief-executive-officers-use-stratifi) [ Chief Compliance Officers **Turn regulatory overhead into your firm's competitive edge** ](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi) [ Chief Investment Officers **Enable advisors to deliver personalized institutional-quality solutions at scale** ](https://www.stratifi.com/how-chief-investment-officers-use-stratifi) [ Chief Operations Officers **Build scalable operations that enable unlimited firm expansion** ](https://www.stratifi.com/how-chief-operations-officers-use-stratifi) [ Chief Technology Officers **Build capabilities that attract top talent and drive strategic differentiation** ](https://www.stratifi.com/how-chief-technology-officers-use-stratifi) - Resources **** [Resources ](https://www.stratifi.com/case-studies/author/akhil-lodha#) Education [ Blog ](https://www.stratifi.com/blog) [ Glossary ](https://www.stratifi.com/glossary) [ Knowledge Base ](https://help.stratifi.com/) [ Video Lessons ](https://help.stratifi.com/video-lessons#main-content) Community [ Case Studies ](https://www.stratifi.com/case-studies/) [ Model Marketplace ](https://www.stratifi.com/model-marketplace) [ Partners ](https://www.stratifi.com/partnership) [ Webinars ](https://www.stratifi.com/webinars) Ebooks [ Five Portfolio Risk Myths ](https://www.stratifi.com/5-myths-ebook-download) [ Help Cautious Investors ](https://www.stratifi.com/cash-hoarder-ebook) [ Manage Aggressive Investors ](https://www.stratifi.com/risk-takers-ebook) - [Integrations](https://www.stratifi.com/integrations) - [Pricing](https://www.stratifi.com/pricing) # Case Studies for RIAs Real outcomes from wealth management firms using StratiFi for risk alignment, compliance monitoring, IPS, and proposals at scale. ![T3 Software All Star 2024](https://www.stratifi.com/hubfs/case-studies-hero/cs-award-trophy.png) Software All Star 2024 ![Industry Award Winner — Risk Tolerance / Client Profiling](https://www.stratifi.com/hubfs/case-studies-hero/cs-award-medal.png) Industry Award Winner ![5-Star Rated on G2](https://www.stratifi.com/hubfs/Frame%201321319448.png) 5-Star Rated on G2 ## All case studies #### Ingalls & Snyder: 5K Accounts, $12B AUM | StratiFi $12B in assets managed with StratiFi 5K+ accounts managed through StratiFi 90% reduction in proposal creation times 11 advisors supervised across the U.S. StratiFi helped us ... [Read More](https://www.stratifi.com/case-studies/how-ingalls-snyder-solidifies-risk-oversight-across-5k-accounts-and-12b-in-aum-with-stratifi) #### Portfolio Drift Detection 4× Faster — Kingsview | StratiFi 4x faster portfolio drift analysis 30K+ accounts and $8B in assets managed through StratiFi 100+ advisors supervised across the U.S. At our growth stage, manual compliance ... [Read More](https://www.stratifi.com/case-studies/how-kingsview-identifies-portfolio-drift-4x-faster-with-stratifi) #### Same-Day Proposals Across 10K Accounts — Fortis | StratiFi 10K+ accounts and $3B in assets managed through StratiFi 10x faster proposal creation times 43+ advisors supervised across the U.S. “StratiFi is one of the most intuitive wealth ... [Read More](https://www.stratifi.com/case-studies/how-fortis-capital-advisors-delivers-same-day-proposals-across-10k-accounts-with-stratifi) #### Creekmur Wealth: 50–200 Hours Saved Per M&A | StratiFi 6K accounts and $1B in assets managed through StratiFi 14+ advisors supervised across the U.S. 200 hours reduced from acquisition transition workflows “StratiFi has become the ... [Read More](https://www.stratifi.com/case-studies/how-creekmur-wealth-advisors-save-50-200-hours-on-every-acquisition-transition) #### Spire: 15K Accounts, $5B AUM, 30% Growth | StratiFi $5B in assets managed with StratiFi 15K accounts managed through StratiFi 30% revenue growth across one group 45 minutes saved per proposal per account From a risk profiling and ... [Read More](https://www.stratifi.com/case-studies/how-spire-streamlines-wealth-management-across-15k-accounts-and-5b-in-assets-with-stratifi) ## Subscribe and stay up-to date. ![Frame 1321319448](https://www.stratifi.com/hubfs/Frame%201321319448.svg) ## Choose The Future. Choose Independence. Choose StratiFi. Book a demo [![StratiFi_Logo_500x500 (1) 10](https://www.stratifi.com/hubfs/StratiFi_Logo_500x500%20(1)%2010.svg "StratiFi_Logo_500x500 (1) 10")](https://www.stratifi.com) ##### Product - [Compliance IQ](https://www.stratifi.com/complianceiq) - [ScanIQ](https://www.stratifi.com/operationsiq) - [InvestIQ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes) - [PolicyIQ](https://www.stratifi.com/convert-investment-proposals-to-e-signed-ipss-instantly) - [RiskIQ](https://www.stratifi.com/advisoriq) - [PrismIQ](https://www.stratifi.com/institutional-multi-factor-risk-analysis) - HouseholdIQComing Soon - TransitionIQComing Soon - ResearchIQComing Soon ##### Solutions - [Financial Advisors](https://www.stratifi.com/how-financial-advisors-use-stratifi) - [Chief Compliance Officers](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi) - [Chief Investment Officers](https://www.stratifi.com/how-chief-investment-officers-use-stratifi) - [Chief Operations Officers](https://www.stratifi.com/how-chief-operations-officers-use-stratifi) - [Chief Executive Officers](https://www.stratifi.com/how-chief-executive-officers-use-stratifi) ##### Competitors - [StratiFi vs Nitrogen](https://go.stratifi.com/stratifi-vs-nitrogen-comparison) - [StratiFi vs Orion Risk](https://go.stratifi.com/stratifi-vs-hidden-levers-comparison) - [StratiFi vs Tolerisk](https://go.stratifi.com/stratifi-vs-tolerisk-comparison) - [StratiFi vs Finametrica](https://go.stratifi.com/risktolerance-assessment-landing-page?competitor=finametrica) - [StratiFi vs YCharts](https://go.stratifi.com/stratifi-vs-ycharts-comparison) - [StratiFi vs Kwanti](https://go.stratifi.com/stratifi-vs-kwanti-comparison) ##### Resources - [Help Cautious Investors](https://www.stratifi.com/cash-hoarder-ebook) - [Deal With High Risk Takers](https://www.stratifi.com/risk-takers-ebook) - [Five Myths About Portfolio Risk](https://www.stratifi.com/5-myths-ebook-download) ##### Company - [Blog](https://www.stratifi.com/blog) - [Knowledge Base](https://help.stratifi.com) - [Integrations](https://www.stratifi.com/integrations) - [API](https://api.stratifi.com) ##### Follow us - - © StratiFi Technologies Inc. 2026 [Terms & Conditions ](https://www.stratifi.com/terms) [Privacy Policy](https://www.stratifi.com/privacypolicy) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://www.stratifi.com/media-transcripts/212889462436/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://5895662.fs1.hubspotusercontent-na1.net/hubfs/5895662/video_assets/212889462436/inherited/web_optimized.mp4", "dateModified" : "2026-05-14T17:31:17.289Z", "duration" : "PT2M29S", "height" : 1920, "name" : "StratiFi x Ingalls_James Thatcher", "thumbnailUrl" : "https://api-na1.hubspot.com/filemanager/api/v3/files/thumbnail-redirect/212889462436?portalId=5895662&size=medium", "uploadDate" : "2026-05-14T16:10:57.086Z", "width" : 1920 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://www.stratifi.com/media-transcripts/212889473162/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://5895662.fs1.hubspotusercontent-na1.net/hubfs/5895662/video_assets/212889473162/inherited/web_optimized.mp4", "dateModified" : "2026-05-14T16:12:42.435Z", "duration" : "PT3M24S", "height" : 1920, "name" : "StratiFi x Ingalls_Robert Case", "thumbnailUrl" : "https://api-na1.hubspot.com/filemanager/api/v3/files/thumbnail-redirect/212889473162?portalId=5895662&size=medium", "uploadDate" : "2026-05-14T16:12:05.763Z", "width" : 1920 } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.stratifi.com/#organization", "@type" : "Organization", "contactPoint" : { "@type" : "ContactPoint", "contactType" : "sales", "url" : "https://www.stratifi.com/contact" }, "logo" : { "@type" : "ImageObject", "url" : "https://www.stratifi.com/hubfs/logo.png" }, "name" : "Stratifi", "sameAs" : [ "https://www.linkedin.com/company/stratifi" ], "url" : "https://www.stratifi.com/" } ```