Get Started With StratiFi
Pay upfront to save 25% on your annual subscription and get a better plan!
Basic
yearly
- 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
yearly
Features from Basic and:
- Unlimited prospects
- Up to 25 clients in held away account sync
- Unlimited model portfolios
- Clients and households
- Integrations
- White label
Business
yearly
Features from Professional and:
- Unlimited clients in held away account sync
- Compliance pack
- Templates
- Business analytics pack
- Team communication
- Premium training
Enterprise
yearly
Features from Business and:
- Data migrations
- Customizations
- And more
*All plans are annual subscriptions.
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Empower your team including all registered staff and compliance officers to manage risk and win new business with StratiFi.
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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 | ||||
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