Pricing | Get Started With StratiFi
Pay upfront to save 20% on your annual subscription and get a better plan!
Lite
(12 monthly payments)
(1 annual payment)
- Risk Tolerance Questionnaire
- Includes 150 accounts
- Unlimited Support Licenses
- Includes 10 model portfolios
- Embed Calendar Link For Meetings
- Integrations
Essential
(12 monthly payments)
(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
(12 monthly payments)
(1 annual payment)
Features from Essential and:
- Includes 750 accounts
- Drift alerts
- IPS templates
- Business analytics
- Team communication
- Compliance training
Platinum
(12 monthly payments)
(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.
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