Pricing | Get Started With StratiFi
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Lite
Risk analysis for portfolios and prospects
$299
$2995
per month
(12 monthly payments)
(12 monthly payments)
per year
(1 annual payment)
(1 annual payment)
- Risk Tolerance Questionnaire
- Includes 150 accounts
- Unlimited Support Licenses
- Includes 10 model portfolios
- Embed Calendar Link For Meetings
- Integrations
RECOMMENDED
Essential
Essential features for financial advisory teams
$479
$4795
per month
(12 monthly payments)
(12 monthly payments)
per year
(1 annual payment)
(1 annual payment)
Features from Lite and:
- Includes 500 accounts
- Unlimited Prospects
- Unlimited Advisor Licenses
- Investment Proposals
- Clients and Households
- Branding & White label Reports
Premium
Modern technology for industry-leading firms
$979
$9795
per month
(12 monthly payments)
(12 monthly payments)
per year
(1 annual payment)
(1 annual payment)
Features from Essential and:
- Includes 750 accounts
- Drift alerts
- IPS templates
- Business analytics
- Team communication
- Compliance training
Platinum
Full risk management suite for enterprise firms
$2799
$27995
per month
(12 monthly payments)
(12 monthly payments)
per year
(1 annual payment)
(1 annual payment)
Features from Premium and:
- Includes 3000 accounts
- RTQ Customization
- Advisor Coaching
- Investment Support
- Data Migration
- Weekly Email Summaries
- And more
* All plans are annual subscriptions. Additional account packs can be added to any plan.
Features Included With Each Plan:
| Features | Lite | Essential | Premium | Platinum |
|---|---|---|---|---|
| Advisor Licenses included | 1 | Unlimited | Unlimited | Call for detail |
| Support Licenses included | Unlimited | Unlimited | Unlimited | Call for detail |
| Accounts Included | 150 | 500 (account packs available) | 750 (account packs available) | 3000 (account packs available) |
| Prospects Included | 50 | Unlimited | Unlimited | Unlimited |
| Model Portfolios Included | 10 | 30 | 100 | Unlimited |
| Risk Tolerance Questionnaire | ||||
| Financial Capacity Questionnaire | ||||
| Risk Tolerance Widget | ||||
| PRISM: In-Depth Risk Factor Analysis | ||||
| Compare Portfolios | ||||
| Topics To Discuss | ||||
| Embed Calendar Link For Meetings | ||||
| Held Away Account Sync | Up to 3 clients | Up to 25 clients | Unlimited | Unlimited |
| Investment Proposals | ||||
| Clients & Households | ||||
| Integrations | ||||
| Investment Policy Statements (IPS) | ||||
| Advisor Training | ||||
| Whitelabel | ||||
| IPS & Proposal Templates | ||||
| Client Check-In | ||||
| Compliance Pack | ||||
| Business Analytics | ||||
| Team Communication | ||||
| Compliance Training | ||||
| RTQ Customization | ||||
| Weekly Email Summary | ||||
| Data Migration | ||||
| Investment Support | ||||
| Advisor Coaching | ||||
| Customizations | ||||
| *and more | ||||
Get a Volume Discount
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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