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StratiFi
In one line: AI wealth platform for RIAs: statement extraction, risk profiling, proposals, IPS and compliance alerts.
| Best for | Firms that want statement-to-proposal workflows plus automated compliance monitoring |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | Not confirmed; check vendor site |
| Pricing | From $5,995/yr · See all plans (as of October 22, 2026) |
| Website | www.stratifi.com/ |
| Last checked | October 22, 2026 |
What it 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.
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Alternatives to StratiFi
Nitrogen
Risk-tolerance conversations and proposals
Kwanti
Prospect proposals from uploaded statements
YCharts
Research, charts and model-portfolio proposals
YourStake
Advisors who want document extraction that autofills account-opening forms
Compare: StratiFi vs Nitrogen · StratiFi vs Kwanti · YourStake vs StratiFi
FAQ
What is StratiFi?
AI wealth platform for RIAs: statement extraction, risk profiling, proposals, IPS and compliance alerts.
Who is StratiFi best for?
Firms that want statement-to-proposal workflows plus automated compliance monitoring. It is in our portfolio analytics & proposals category.
How much does StratiFi cost?
As of October 22, 2026, StratiFi's website lists: Essential, $5,995/year; Premium, $16,995/year; Platinum, $39,995/year.
What are alternatives to StratiFi?
Nitrogen, Kwanti, YCharts, YourStake.