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Use StratiFi to leverage risk to grow your business in 2022.
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Professional Plan

$149$99

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Access essential features for individual advisors:

  • Unlimited prospects
  • Up to 25 clients in held away account sync
  • Unlimited model portfolios
  • Clients and households
  • Robust integrations
  • Access to PRISM (in-depth risk factor analysis)
  • Proposal generation
  • White label

How can StratiFi help?

Educate clients and build trust, and see your business grow

Enlighten prospects about what they actually own

Design better portfolios and help clients improve long-term performance.

Win prospects, engage clients, andincrease revenue

Simple yet sophisticated risk analysis

StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them. Clients feel better equipped and more in control when the inevitable occurs and the portfolio experiences negative returns, making them more comfortable sticking to their plan. And in the end, that’s what is most important.
JONATHAN MURDOCK
Financial Advisor Coastline Wealth Group
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