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"If the goal is to impress clients by visibly demonstrating a professional approach to building and managing portfolios, there is not a better tool on the market."

Bob Veres
Leading Industry Commentator

"StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform. For the money, it is hard to beat the value that Stratifi offers."

Dean Barda
Apple & Associates
Risk Analysis for Financial Advisors

Grow your practice with StratiFi!

StratiFi Basic Plan (Annual)$1188

What's included:
- Up to 100 Prospects
- PRISM: In-Depth Risk Factor Analysis
- Proposal Generation
- Up to 3 held away accounts
- Up to 5 Model portfolios
- Portfolio Builder
- Risk Profiling Questionnaire & Website Widget
Bonuses included:

1. Lead Generation Widget

2. Onboarding 1:1 Consultation

3. Data Migration

4. The Playbook Bundle

5. Complimentary PRISM Score Analysis

$200.00 value

$500.00 value

$1000.00 value

$250.00 value

$250.00 value


  • Today's payment
  • StratiFi Basic Plan (Annual)$1188
  • Future payments
  • $1188

All prices in USD

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