StratiFi Technologies Inc

Overview

StratiFi Technologies Inc is a financial technology company focused on the wealth management industry. It offers an AI-powered platform that integrates risk management, compliance, and investment strategy workflows into a unified operating system. This platform helps wealth management firms and financial advisors enhance revenue, reduce liability, and save time by automating administrative and operational tasks.

The platform addresses challenges such as fragmented client data and compliance risks, enabling firms to manage larger client bases and generate personalized investment proposals quickly. It also supports audit readiness and regulatory compliance, helping firms navigate regulations effectively. The company serves a range of clients, including Turnkey Asset Management Platforms, Insurance Marketing Organizations, banks, and credit unions, managing over $100 billion in assets. Overall, it provides a comprehensive software solution that empowers financial advisors and wealth management firms to modernize operations and improve client engagement.

Basic Information

Contact Details

• Phone: +1 866-341-2545
• Website: stratifi.com
• LinkedIn: linkedin.com/company/stratifi

Key Focus Areas & Initiatives

• Financial advisors
• Software
• SaaS
• Fintech
• Wealthtech
• Risk management
• Financial technology
• Wealth management
• Tail risk analysis
• Digital books and records
• AI-driven insights
• Portfolio analytics
• Client engagement
• Risk evolution tracking
• Client risk profiling
• Behavioral risk assessment
• Compliance automation
• Proposal generation
• Surveillance solutions
• Institutional risk analysis
• Investment proposals
• Proposal automation
• Portfolio management
• Investment policy statements
• B2B
• Document digitization
• Model portfolio integration
• Risk tolerance tracking
• AI data extraction
• Regulation monitoring
• Automated compliance
• SEC compliance
• Automated IPS creation
• Securities and commodity contracts intermediation and brokerage
• AI platform
• Regulatory oversight
• Client onboarding
• Portfolio supervision
• Structured product risk
• Portfolio monitoring
• Portfolio drift detection
• Risk analysis
• Alternative investment analysis
• Behavioral finance
• Regulatory compliance
• Automated workflows
• Finance
• Information technology & services
• Computer software

Technologies Used

• CloudFlare
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gmail
• Google Apps
• Google Cloud Hosting
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Hubspot
• LearnDash
• Linkedin Login
• Linkedin Marketing Solutions
• Linkedin Widget
• Mixpanel
• Mobile Friendly
• Netlify
• Nginx
• Outlook
• React Redux
• Remote
• Route 53
• Segment.io
• Sendgrid
• Stripe
• WP Engine
• Webflow

Affiliated Organizations & Regional Branches