Get Started With StratiFi
Pay upfront to save 25% on your annual subscription and get a better plan!
Basic
(for 12 months)
(1 time payment)
- 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
(for 12 months)
(1 time payment)
Features from Basic 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
(for 12 months)
(1 time payment)
Features from Professional and:
- Unlimited clients in held away account sync
- Compliance pack
- Templates
- Business analytics pack
- Team communication
- Premium training
Enterprise
(for 12 months)
(1 time 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.
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.
Try StratiFi
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 |
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) | |
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