https://www.stratifi.com/case-studies Real outcomes from wealth management firms using StratiFi for risk alignment, compliance monitoring, IPS, and proposals at scale. en Wed, 13 May 2026 05:17:58 GMT 2026-05-13T05:17:58Z en https://www.stratifi.com/case-studies/how-spire-streamlines-wealth-management-across-15k-accounts-and-5b-in-assets-with-stratifi <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-spire-streamlines-wealth-management-across-15k-accounts-and-5b-in-assets-with-stratifi" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/spire-imh-1.jpg" alt="Spire Investment Partners — StratiFi case study across 15K accounts and $5B in assets" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-spire-streamlines-wealth-management-across-15k-accounts-and-5b-in-assets-with-stratifi" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/spire-imh-1.jpg" alt="Spire Investment Partners — StratiFi case study across 15K accounts and $5B in assets" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <img src="https://track.hubspot.com/__ptq.gif?a=5895662&amp;k=14&amp;r=https%3A%2F%2Fwww.stratifi.com%2Fcase-studies%2Fhow-spire-streamlines-wealth-management-across-15k-accounts-and-5b-in-assets-with-stratifi&amp;bu=https%253A%252F%252Fwww.stratifi.com%252Fcase-studies&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Thu, 01 Jan 1970 00:00:00 GMT https://www.stratifi.com/case-studies/how-spire-streamlines-wealth-management-across-15k-accounts-and-5b-in-assets-with-stratifi 1970-01-01T00:00:00Z Akhil Lodha https://www.stratifi.com/case-studies/how-fortis-capital-advisors-delivers-same-day-proposals-across-10k-accounts-with-stratifi <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-fortis-capital-advisors-delivers-same-day-proposals-across-10k-accounts-with-stratifi" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/StratiFi%20x%20Fortis_Header.jpg" alt="Same-Day Proposals Across 10K Accounts — Fortis | StratiFi" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-fortis-capital-advisors-delivers-same-day-proposals-across-10k-accounts-with-stratifi" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/StratiFi%20x%20Fortis_Header.jpg" alt="Same-Day Proposals Across 10K Accounts — Fortis | StratiFi" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <img src="https://track.hubspot.com/__ptq.gif?a=5895662&amp;k=14&amp;r=https%3A%2F%2Fwww.stratifi.com%2Fcase-studies%2Fhow-fortis-capital-advisors-delivers-same-day-proposals-across-10k-accounts-with-stratifi&amp;bu=https%253A%252F%252Fwww.stratifi.com%252Fcase-studies&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Thu, 01 Jan 1970 00:00:00 GMT https://www.stratifi.com/case-studies/how-fortis-capital-advisors-delivers-same-day-proposals-across-10k-accounts-with-stratifi 1970-01-01T00:00:00Z Akhil Lodha https://www.stratifi.com/case-studies/how-creekmur-wealth-advisors-save-50-200-hours-on-every-acquisition-transition <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-creekmur-wealth-advisors-save-50-200-hours-on-every-acquisition-transition" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/StratiFi%20x%20Creekmur_Header-3.png" alt="Creekmur Wealth — 50–200 Hours Saved Per Acquisition | StratiFi" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-creekmur-wealth-advisors-save-50-200-hours-on-every-acquisition-transition" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/StratiFi%20x%20Creekmur_Header-3.png" alt="Creekmur Wealth — 50–200 Hours Saved Per Acquisition | StratiFi" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <img src="https://track.hubspot.com/__ptq.gif?a=5895662&amp;k=14&amp;r=https%3A%2F%2Fwww.stratifi.com%2Fcase-studies%2Fhow-creekmur-wealth-advisors-save-50-200-hours-on-every-acquisition-transition&amp;bu=https%253A%252F%252Fwww.stratifi.com%252Fcase-studies&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Thu, 01 Jan 1970 00:00:00 GMT https://www.stratifi.com/case-studies/how-creekmur-wealth-advisors-save-50-200-hours-on-every-acquisition-transition 1970-01-01T00:00:00Z Akhil Lodha https://www.stratifi.com/case-studies/how-kingsview-identifies-portfolio-drift-4x-faster-with-stratifi <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-kingsview-identifies-portfolio-drift-4x-faster-with-stratifi" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/kingsview-partners.jpg" alt="Kingsview case study header" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <div class="hs-featured-image-wrapper"> <a href="https://www.stratifi.com/case-studies/how-kingsview-identifies-portfolio-drift-4x-faster-with-stratifi" title="" class="hs-featured-image-link"> <img src="https://www.stratifi.com/hubfs/kingsview-partners.jpg" alt="Kingsview case study header" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <img src="https://track.hubspot.com/__ptq.gif?a=5895662&amp;k=14&amp;r=https%3A%2F%2Fwww.stratifi.com%2Fcase-studies%2Fhow-kingsview-identifies-portfolio-drift-4x-faster-with-stratifi&amp;bu=https%253A%252F%252Fwww.stratifi.com%252Fcase-studies&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Thu, 01 Jan 1970 00:00:00 GMT https://www.stratifi.com/case-studies/how-kingsview-identifies-portfolio-drift-4x-faster-with-stratifi 1970-01-01T00:00:00Z Akhil Lodha