2018 Industry Awards Winner 2018 Industry Awards Winner >

Get Started With StratiFi

Pay upfront to save 25% on your annual subscription and get a better plan!

Basic

Risk analysis for portfolios and prospects
$229
$199
per advisor / month
(for 12 months)
per advisor / month
(1 time payment)

  • Up to 100 prospects
  • Up to 3 clients in held away account sync
  • Up to 5 model portfolios
  • Proposal generation
  • Portfolio builder
  • Access to PRISM (in-depth risk factor analysis)

Professional

Essential features for individual advisors
$299
$249
per advisor / month
(for 12 months)
per advisor / month
(1 time payment)

Features from Basic and:

  • Up to 500 accounts per advisor *
  • Unlimited prospects
  • Up to 25 clients in held away account sync
  • Unlimited model portfolios
  • Clients and households
  • Integrations
  • White label

Enterprise

Full risk management suite for enterprise firms
$999
$749
per advisor / month
(for 12 months)
per advisor / month
(1 time payment)

Features from Business and:

  • Data migrations
  • Customizations
  • And more
Contact sales to learn more about Stratifi’s Enterprise plan.

* All plans are annual subscriptions. Additional accounts per advisor can be added at custom pricing.

Get a Volume Discount For Your Team

Empower your team including all registered staff and compliance officers to manage risk and win new business with StratiFi.

Connect with us to receive a volume based discount quote customized for your practice.

Try StratiFi

Get your custom quote today.

Features Included With Each Plan:

Features Basic Professional Business Enterprise
Prospects Up to 100 Unlimited Unlimited Unlimited
PRISM: In-Depth Risk Factor Analysis        
Proposal Generation        
Held Away Account Sync Up to 3 clients Up to 25 clients Unlimited Unlimited
Model Portfolios Up to 5 models Unlimited Unlimited Unlimited
Accounts per advisor   Up to 500 accounts per advisor (additional available at custom pricing) Up to 500 accounts per advisor (additional available at custom pricing) Up to 500 accounts per advisor (additional available at custom pricing)
Portfolio Builder        
Risk Profiling Questionnaire & Website Widget        
Clients & Households        
Integrations        
IPS & Form CRS        
Basic Training        
Whitelabel        
Templates        
Compliance Pack        
Business-Level Analytics Pack        
Team Communication        
Premium Training        
Data Migration        
Customizations        
*and more

Switch To StratiFi. Seamlessly.

StratiFi integrates with the best CRMs, Financial Planning softwares, custodians and provides you with amazing support to save you time and help you quickly see a return on your investment.

See Our Partners
Skip to toolbar