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Best-in-Class Risk & Compliance Features for Wealth Management Firms

Pricing to Fit your Unique Needs

Essential
Essential features for financial advisory teams

$5,995

per year (1 annual payment)
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  • Unlimited Licenses
  • AI-Powered Document Scanning
  • Support for Alternatives
  • RTQ, Proposal, & IPS
  • Portfolio Insights
  • Includes 500 Accounts**
Premium Recommended
Modern technology for industry-leading firms

$16,995

per year (1 annual payment)
Book a demo
Essential Features Plus:
  • Unlimited Licenses
  • Custom RTQ & Fact Finder
  • Custom Securities Builder
  • Firmwide Analytics
  • Team Branding
  • Includes 1500 Accounts**
Platinum
Full risk management suite for enterprise firms

$39,995

per year (1 annual payment)
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Premium Features Plus:
  • Unlimited Licenses
  • Enterprise Customizations
  • Priority Feature Development
  • Custom Model Marketplace
  • Dedicated Relationship Manager
  • Includes 4000 Accounts**

**Additional account packs can be added to any plan. All plans are annual subscriptions.

Trusted By Firms With

$100B+ ASSETS

Under Management

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What our customers are saying

"StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients."
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Deb DeTray
Advisor,
DeTray Investment Group
"StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.”
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Corey Franco, CFS®
President,
NobleBridge Wealth
Management
"We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit
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Kyle Wiggs
President and Founder,
UX Wealth

Join The AI-powered Wealth Management Reveolution

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Frequently Asked Questions

We're here to help answers to some top questions from investors like you.

  • What is StratiFi?

    StratiFi is an AI-powered Operating system for fast-growing wealth management firms that streamlines everything from risk assessments and client investment proposals to investment policy agreements and compliance.

  • What Training & Support Is Available?

    StratiFi is top rated for providing our customers with exceptional service. We are committed to your success.

    You will be provided with a customer success specialist who will assist you with training and support to make sure you see a positive ROI with StratiFi. In addition, you’ll have access to our Learning Center that provides you with detailed video tutorials.

  • Is There An API?

    Yes, we do. Message us and we will set you up with our API docs and postman collection.

  • What Type of Investments Are Supported?

    StratiFi most commonly supports Stocks, Bonds, ETFs, Mutual Funds, Interval Funds, Real Estate, Alternatives, Options, Crypto, Annuities, and SMAs.

     

    We can handle almost any kind of investment including Alts and SMAs.

  • How does StratiFi Risk Score?

    PRISM is StratiFi's proprietary risk scoring technology that analyzes thousands of securities to evaluate portfolio risk on a simple 1-10 scale. It examines multiple risk dimensions including volatility, correlation, tail risk, beta, and concentrated stock risk, then translates these complex metrics into an easily understood score that helps advisors determine if a portfolio truly aligns with their client's risk tolerance and investment objectives.

  • How is StratiFi's Risk Scoring Different?

    Unlike traditional tools that focus primarily on volatility, PRISM provides deep, factor-based risk analysis that distinguishes between factors that increase upside potential versus those that reduce downside risk.