Pricing | Get Started With StratiFi
Pay upfront to save 25% on your annual subscription and get a better plan!
RECOMMENDED
Starter
Risk analysis for portfolios and prospects
$0
$0
per month
Free forever
Free forever
per month
Free forever
Free forever
- 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
(12 monthly payments)
(12 monthly payments)
per advisor / month
(1 annual payment)
(1 annual payment)
Features from Starter 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
Business
Modern technology for industry-leading firms
$499
$349
per advisor / month
(12 monthly payments)
(12 monthly payments)
per advisor / month
(1 annual payment)
(1 annual payment)
Features from Professional and:
- Unlimited clients in held away account sync
- Compliance pack
- Templates
- Business analytics pack
- Team communication
- Premium training
Enterprise
Full risk management suite for enterprise firms
$999
$749
per advisor / month
(12 monthly payments)
(12 monthly payments)
per advisor / month
(1 annual payment)
(1 annual payment)
Features from Business and:
- Data migrations
- Customizations
- And more
* All plans are annual subscriptions. Additional accounts per advisor can be added at custom pricing.
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Features Included With Each Plan:
| Features | Basic | Professional | Business | Enterprise |
|---|---|---|---|---|
| Minimum number of users | 1 | 1 | 2 | Call for detail |
| Prospects | Up to 100 | Unlimited | Unlimited | Unlimited |
| PRISM: In-Depth Risk Factor Analysis | ||||
| Investment Proposals | ||||
| Model Portfolio Builder | Up to 5 models | Unlimited | Unlimited | Unlimited |
| Compare Portfolios | ||||
| Risk Profiling Questionnaire | ||||
| Topics To Discuss | ||||
| Website & Signature Risk Tolerance Widget | ||||
| Embed Calendar Link For Meetings | ||||
| Held Away Account Sync | Up to 3 clients | Up to 25 clients | 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) | |
| Clients & Households | ||||
| Integrations | ||||
| Investment Policy Statements (IPS) | ||||
| Basic Training | ||||
| Whitelabel | ||||
| IPS & Proposal Templates | ||||
| Client Check-In | ||||
| Compliance Pack | ||||
| Business Analytics | ||||
| Team Communication | ||||
| Premium Training | ||||
| RTQ Customization | ||||
| Weekly Email Summary | ||||
| Data Migration | ||||
| Advisor Coaching | ||||
| 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.
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