Case Studies for RIAs

$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 ...

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 ...

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 ...

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 ...

$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 ...