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


Risk analysis for portfolios and prospects
per advisor / month
per advisor / month

  • 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)


Essential features for individual advisors
per advisor / month
per advisor / month

Features from Basic and:

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


Full risk management suite for enterprise firms
per advisor / month
per advisor / month

Features from Business and:

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

*All plans are annual subscriptions.

Looking to add more users?

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.

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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
Portfolio Builder        
Risk Profiling Questionnaire & Website Widget        
Clients & Households        
IPS & Form CRS        
Basic Training        
Compliance Pack        
Business-Level Analytics Pack        
Team Communication        
Premium Training        
Data Migration        
*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.

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