---
title: AI Wealth Management Platform for Advisors | StratiFi
description: See how advisors capture risk rationale and compliance evidence at the moment of recommendation—turning portfolio analysis into audit-ready documentation.
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)

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- Product ****
  
  [Product
  
  
  
  ](https://www.stratifi.com/how-financial-advisors-use-stratifi#)
  
  [
  
  
  
  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/how-financial-advisors-use-stratifi#)
  
  [
  
  
  
  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/how-financial-advisors-use-stratifi#)
  
  
  
  Education
  
  [ Blog ](https://www.stratifi.com/blog)
  
  
  
  [ Glossary ](https://www.stratifi.com/glossary)
  
  
  
  [ Knowledge Base ](https://help.stratifi.com/)
  
  
  
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  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/how-financial-advisors-use-stratifi#)
  
  [
  
  
  
  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/how-financial-advisors-use-stratifi#)
  
  [
  
  
  
  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/how-financial-advisors-use-stratifi#)
  
  
  
  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)

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[ Book a Demo ](https://www.stratifi.com/book-a-demo)

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- Product ****
  
  [Product
  
  
  
  ](https://www.stratifi.com/how-financial-advisors-use-stratifi#)
  
  [
  
  
  
  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/how-financial-advisors-use-stratifi#)
  
  [
  
  
  
  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/how-financial-advisors-use-stratifi#)
  
  
  
  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)

![Frame 10 (6)](https://www.stratifi.com/hs-fs/hubfs/Frame%2010%20(6).png?width=519&height=194&name=Frame%2010%20(6).png)

# Financial Advisors

Extract Documents

Align Portfolio Risk

Digitize Books & Records

#### AI-powered wealth management expert who serves 300+ clients with institutional-quality.

##### See how Financial Advisors use StratiFi's integrated platform to replace 15+ disconnected tools with one unified AI operating system that makes you as sophisticated as BlackRock.

[Book a demo](https://www.stratifi.com/book-a-demo)

#### The Problem

##### You're drowning in operational chaos while watching AI and mega-institutions threaten your competitive position.

![Icons 32px (4)](https://www.stratifi.com/hubfs/Icons%2032px%20(4).svg)

###### Risk tolerance vs. capacity issue

Most platforms average together risk tolerance and risk capacity scores, which can result in clients with extremely low risk tolerance ending up with portfolios that are far too risky for their situation. 1

![Icons 32px (5)](https://www.stratifi.com/hubfs/Icons%2032px%20(5).svg)

###### Evolution over time

While risk attitude is stable, risk-taking behavior changes based on age, recent market events, and life experiences 2 - but most tools only assess once.

![Icons 32px (6)](https://www.stratifi.com/hubfs/Icons%2032px%20(6).svg)

###### Lack of customization

One-size-fits-all assessments don't account for your specific client base, entities, or institutional decision-making processes. Institutional clients need different approaches than individual investors.

![Icons 32px (8)](https://www.stratifi.com/hubfs/Icons%2032px%20(8).svg)

###### Confused clients

Even with sophisticated risk scoring, you're spending time explaining what the numbers mean instead of having productive conversations about how clients actually feel about their investments and wealth journey.

![sign (4)-2](https://www.stratifi.com/hubfs/sign%20(4)-2.svg)

## How Financial Advisors Use Our Platform

#### Morning Portfolio Review

#### 15 minutes

#### vs. 2+ hours

You start your day reviewing AI-generated insights across your client portfolios.

- RiskIQ automatically flags emotional concerns before clients call panicked
- PrismIQ identifies portfolio drift requiring attention
- Visual timelines showing psychological patterns over time

#### Client Onboarding

#### 30 minutes

#### vs. 4+ hours

- New prospects receive RiskIQ behavioral assessments that reveal true risk tolerance.
- ScanIQ instantly extracts their current portfolio data from statements.
- InvestIQ generates professional proposals demonstrating exactly how you'll improve their outcomes.
- PolicyIQ converts proposals into e-signed Investment Policy Statements automatically.

#### Ongoing Client Management

#### Proactive

#### vs. Reactive

- RiskIQ conducts quarterly behavioral check-ins, alerting you when clients feel anxious about markets.
- PrismIQ monitors portfolio risk continuously, flagging when allocations drift from targets.
- ComplianceIQ documents every interaction automatically, ensuring perfect SEC examination results.

#### Business Development

#### Data-Driven

#### vs. Guesswork

- ModelIQ connects you with institutional-quality strategies from top asset managers.
- InvestIQ creates compelling proposals that showcase your sophistication.
- ComplianceIQ maintains perfect compliance records that support your credibility during prospect meetings.

#### Practice Scaling

#### Serve More Clients

#### vs. Current Limitations

- Background AI monitoring tracks all clients simultaneously, alerting you only when intervention creates value.
- Automated goal monitoring provides continuous client engagement without manual oversight.
- Unified client intelligence feeds comprehensive financial plans automatically.

![Subtract (1)](https://www.stratifi.com/hubfs/Subtract%20(1).svg) AI-powered

## Key Products for Financial Advisors

#### Core Workflow Products

###### InvestIQ

AI-powered proposal generation that converts prospects faster than competitors

###### RiskIQ

Behavioral risk assessments that prevent emotional client meltdowns and strengthen relationships

###### PolicyIQ

Automated IPS creation that streamlines client onboarding and compliance

#### Advanced Practice Management

###### PrismIQ

Multi-factor risk analysis for sophisticated investment strategies

###### ScanIQ

Instant portfolio data extraction from client statements

###### ModelIQ

Access to institutional-quality model portfolios and asset manager strategies

#### Practice Growth & Optimization

 Coming Soon

###### ResearchIQ

Institutional-grade investment research and analysis

 Coming Soon

###### HouseholdIQ

Complete household profiling and opportunity identification

 Coming Soon

###### RecordsIQ

Digital KYC record management with automated compliance

## Reclaim Your Time and Amplify Your Advisory Impact

##### Get an AI platform that matches your capabilities with the operational efficiency your practice demands.

[ Book a demo ](https://www.stratifi.com/book-a-demo)

 Ready to lead the market as an AI-powered Financial Advisor?

![sign-3](https://www.stratifi.com/hubfs/sign-3.svg)

## Without StratiFi vs With StratiFi

##### Deliver institutional-quality service at robo-advisor speed, while building the personal relationships that neither pure AI nor mega-institutions can match.

- #### Without StratiFi
  
  
  
  You're trapped in operational chaos that prevents scaling:
- ##### Tool fragmentation
  
  
  
  Managing multiple disconnected platforms consumes most of your time with administrative tasks
- ##### Manual compliance risk
  
  
  
  SEC violations cost firms millions annually due to poor recordkeeping and documentation gaps
- ##### Client retention challenges
  
  
  
  Significant client turnover because you can't demonstrate proactive value between meetings
- ##### Limited scalability
  
  
  
  Stuck serving current client capacity while working excessive hours with minimal time for actual advisory work
- ##### Competitive disadvantage
  
  
  
  Prospects choose faster competitors or lower-cost alternatives because your proposals take days, not minutes
- #### Result
  
  
  
  ##### You remain an overwhelmed advisor competing on price rather than value, losing clients to AI platforms and mega-institutions while working excessive hours for diminishing returns.

![sign (3)](https://www.stratifi.com/hubfs/sign%20(3).svg)

- ![Frame 1321319421](https://www.stratifi.com/hubfs/Frame%201321319421.svg)
  
  
  
  #### With StratiFi
  
  
  
  You become an AI-powered wealth management expert who dominates your market:
- ![Frame 1321319421](https://www.stratifi.com/hubfs/Frame%201321319421.svg)
  
  
  
  ##### Unified operations
  
  
  
  One platform replaces multiple tools, letting you spend significantly more time with clients
- ![Frame 1321319421](https://www.stratifi.com/hubfs/Frame%201321319421.svg)
  
  
  
  ##### Automated compliance
  
  
  
  Perfect SEC examination results with zero manual documentation or recordkeeping violations
- ![Frame 1321319421](https://www.stratifi.com/hubfs/Frame%201321319421.svg)
  
  
  
  ##### Proactive client engagement
  
  
  
  Continuous AI monitoring demonstrates ongoing value, achieving exceptional retention rates
- ![Frame 1321319421](https://www.stratifi.com/hubfs/Frame%201321319421.svg)
  
  
  
  ##### Scalable expertise
  
  
  
  Serve significantly more clients with same team size through background AI intelligence and automated monitoring
- ![Frame 1321319421](https://www.stratifi.com/hubfs/Frame%201321319421.svg)
  
  
  
  ##### Competitive advantage
  
  
  
  Generate sophisticated proposals in minutes, converting prospects faster than any competitor
- ![Frame 1321319421](https://www.stratifi.com/hubfs/Frame%201321319421.svg)
  
  
  
  #### Result
  
  
  
  ##### You become the advisor other firms study - serving many more clients, perfect compliance record, premium fees justified by demonstrated value, and a significantly more valuable practice.

### What our customers are saying

##### "StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients."

![Frame 1321319403](https://www.stratifi.com/hs-fs/hubfs/Frame%201321319403.png?width=53&height=53&name=Frame%201321319403.png)

 Deb DeTray

 Advisor,  
DeTray Investment Group

##### "StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.”

![Frame 1321319403-1](https://www.stratifi.com/hs-fs/hubfs/Frame%201321319403-1.png?width=53&height=53&name=Frame%201321319403-1.png)

 Corey Franco, CFS®

 President,  
NobleBridge Wealth  
Management

##### "We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit.

![Frame 1321319403 (1)](https://www.stratifi.com/hs-fs/hubfs/Frame%201321319403%20(1).png?width=53&height=53&name=Frame%201321319403%20(1).png)

 Kyle Wiggs

 President and Founder,  
UX Wealth

[![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

- <https://www.linkedin.com/company/stratifi>
- <https://x.com/trystratifi>

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  "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/"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.stratifi.com/#website",
  "@type" : "WebSite",
  "name" : "StratiFi",
  "publisher" : {
    "@id" : "https://www.stratifi.com/#organization"
  },
  "url" : "https://www.stratifi.com/"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.stratifi.com/how-financial-advisors-use-stratifi#webpage",
  "@type" : "WebPage",
  "audience" : {
    "@type" : "BusinessAudience",
    "audienceType" : "Financial Advisors"
  },
  "breadcrumb" : {
    "@id" : "https://www.stratifi.com/how-financial-advisors-use-stratifi#breadcrumb"
  },
  "description" : "How financial advisors use StratiFi to replace 15+ disconnected tools with one AI-powered platform — risk, proposals, compliance, and IPS workflows in one place.",
  "isPartOf" : {
    "@id" : "https://www.stratifi.com/#website"
  },
  "name" : "AI Wealth Management Platform for Advisors",
  "publisher" : {
    "@id" : "https://www.stratifi.com/#organization"
  },
  "url" : "https://www.stratifi.com/how-financial-advisors-use-stratifi"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.stratifi.com/how-financial-advisors-use-stratifi#breadcrumb",
  "@type" : "BreadcrumbList",
  "itemListElement" : [ {
    "@type" : "ListItem",
    "item" : "https://www.stratifi.com/",
    "name" : "Home",
    "position" : 1
  }, {
    "@type" : "ListItem",
    "item" : "https://www.stratifi.com/solutions",
    "name" : "Solutions",
    "position" : 2
  }, {
    "@type" : "ListItem",
    "name" : "For Advisors",
    "position" : 3
  } ]
}
```