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.

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.