Home / Portfolio & proposal generation / StratiFi
Risk analysis and proposals with AI statement scanning and automated compliance monitoring (ComplianceIQ). ↗ stratifi.com
Pricing
Essential $5,995/yr (500 accounts). Premium $16,995/yr (1,500 accounts). Platinum $39,995/yr.
Integrations
- Redtail
- Salesforce
- Wealthbox
- MoneyGuide
- Envestnet
- Fidelity
- Pershing
- Altruist
- Schwab
Security & compliance claims
None found We found no security claims on the pages we checked.
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
No security certification found on the pages checked.
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