Get Started With StratiFi
Pay upfront to save 25% on your annual subscription and get a better plan!
Basic
Risk analysis for portfolios and prospects
$129
$99
per advisor / month
per advisor / month
yearly
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
Essential features for individual advisors
$179
$149
per advisor / month
per advisor / month
yearly
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
RECOMMENDED
Business
Modern technology for industry-leading firms
$399
$299
per advisor / month
per advisor / month
yearly
yearly
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
$499
$399
per advisor / month
per advisor / month
yearly
yearly
Features from Business and:
- Data migrations
- Customizations
- And more
*All plans are annual subscriptions.
Looking to add more users?
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 |
| 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
