Sync essential risk data, documents, and portfolio data between StratiFi and Addepar to easily generate proposals, see portfolio risk, and help increase Investment Policy Statement (IPS) compliance.

Last updated: 04-18-2024

Grow your practice through technology
  • Combine Addepar and StratiFi data for a more holistic picture of a household's financial wellness to win prospects, increase wallet share, and improve client experience.
Simplify complex concepts
  • Incorporate StratiFi’s risk ratings in Addepar to analyze and communicate risk to clients in a way they understand.
Stay compliant
  • Leverage IPS monitoring to help your firm improve compliance and enhance the oversight of accounts and models.