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StratiFi review for financial advisors
By William Foster · Updated October 22, 2026
Verdict: StratiFi is best for firms that want statement-to-proposal workflows plus automated compliance monitoring. Pricing: From $5,995/yr. Skip it if you run fewer than a handful of proposals a year; an annual contract may not pay off.
How we review: this is an editorial summary of what StratiFi publishes about its product and pricing, checked on October 22, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Firms that want statement-to-proposal workflows plus automated compliance monitoring |
|---|---|
| Category | Portfolio analytics & proposals |
| Starting price | From $5,995/yr |
| Free option | None listed |
| Pricing model | Published on the vendor's website |
| Website | www.stratifi.com/ |
What StratiFi does
StratiFi says its AI extracts positions from any custodian statement for instant portfolio analysis, then builds proposals and investment policy statements with e-signature. Its PRISM risk score rates portfolios on a 1-10 scale across volatility, correlation, tail risk, beta and concentration, and its compliance dashboard monitors accounts for Reg BI, mutual fund share-class, concentration and suitability issues. It supports alternatives, structured products and annuities, and calls itself a 3x T3 All-Star.
Key capabilities, per StratiFi
- AI document scanning extracts positions from any custodian statement
- PRISM risk score on a 1-10 scale across several risk factors
- Compliance alerts for Reg BI, share class, concentration and suitability
Good fit if
You want firms that want statement-to-proposal workflows plus automated compliance monitoring.
Skip it if
You run fewer than a handful of proposals a year; an annual contract may not pay off.
What to check before you buy
- Pricing is by account count; estimate how many accounts you'll analyze.
- Ask about the API if you want to connect other tools.
- Check the IPS and e-signature workflow against your compliance process.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How StratiFi compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| YourStake | From $600/seat/yr | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
StratiFi vs Nitrogen · StratiFi vs Kwanti · YourStake vs StratiFi · All StratiFi alternatives
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FAQ
Is StratiFi good for financial advisors?
It's a strong fit for firms that want statement-to-proposal workflows plus automated compliance monitoring. AI wealth platform for RIAs: statement extraction, risk profiling, proposals, IPS and compliance alerts.
What are StratiFi's main features?
AI document scanning extracts positions from any custodian statement. PRISM risk score on a 1-10 scale across several risk factors. Compliance alerts for Reg BI, share class, concentration and suitability.
Who should not use StratiFi?
You run fewer than a handful of proposals a year; an annual contract may not pay off.
How much is StratiFi?
From $5,995/yr as of October 22, 2026. See the full plan list on our StratiFi pricing page.