Transition advisors to a risk-oriented investing framework
StratiFi’s simple, web-based platform is an end-to-end solution that provides a seamless investing experience, while strengthening the bond between you and advisors.
Intuitive Performance Reporting
Empower your advisors with on-demand or periodic performance reporting and analytics. Our flexible and scalable software allows advisors to easily calculate performance and compare against relevant benchmarks.
Simple Investment Allocation Tools
Empower your advisors with on-demand performance reporting, analytics, and benchmark comparisons.
Create powerful proposals to give prospects a complete view of your investment solutions. We can label proposal documents with your firm’s branding, and also include colorful graphics.