Portfolio analytics alone don't catch every risk.
See what Kwanti misses, with RiskIQ

Kwanti is built around portfolio comparison, model management, and proposal generation — strong on charting and stress testing. StratiFi covers that ground and adds the layers Kwanti doesn't: continuous compliance surveillance across drift, share-class violations, and concentration; AI document extraction in roughly two minutes (built in, not a paid add-on); multi-factor risk decomposition; and firm-wide analytics that surface issues before they become audit findings. Most firms choose StratiFi when analytics is necessary but not sufficient.

Compliance-focused firms typically need three things Kwanti doesn't surface today: account-level compliance reminders, real-time drift exception monitoring (Kwanti's drift is a rebalance trigger, not an ongoing exception monitor), and a firm-level compliance dashboard outside the Enterprise tier. StratiFi's ComplianceIQ delivers all three — drift exceptions, share-class surveillance, and firm-wide analytics — without a tier upgrade. RIAs running multiple advisors or multiple custodians most often switch for these reasons.

Yes. StratiFi's ScanIQ extracts holdings, risk tolerance data, and account metadata from third-party investment statements in roughly two minutes. Kwanti's xPDF is a $75/month add-on with a one-business-day turnaround and a per-month statement cap. ScanIQ is included in StratiFi without per-document or per-month limits.

Yes. StratiFi's PolicyIQ generates a personalized Investment Policy Statement from the client's risk profile and assigned model — including investment objectives, asset allocation guidance, rebalancing rules, and supervisory checkpoints. Both platforms generate IPS. StratiFi additionally tracks ongoing alignment between the IPS, the recommended portfolio, and what's actually happening in the account.

Kwanti's risk score expresses portfolio risk as a maximum downside percentage at 95% confidence over one year. StratiFi's PRISM evaluates risk on a 1–10 scale across multiple dimensions — volatility, correlation, tail risk, beta, and concentrated stock risk — and decomposes the portfolio into the factors driving upside versus downside. The output is a single number an advisor can defend in a client review or a regulatory exam.

Yes for the major ones — Schwab, Pershing, Fidelity, Orion, Black Diamond, Addepar, and Redtail. The full integrations directory is at stratifi.com/integrations.