At STRATA, we work well with investment platforms, advisors, and professionals of all sizes. Our ability to be flexible, balanced, and accessible means you experience less of the red tape that often pervades our larger competitors.
We cultivate long-lasting relationships with advisors and investment sponsors by getting to understand their business. Although we have many factors that make us an industry-leader, three key attributes make our services unrivaled.
1. Easy-to-Use Technology ✅With our seamless, secure online account opening solution, investors can open an account in minutes, while Investment Hub offers both you and your investors the tools to quickly:
- Onboard a new investment,
- Fund an account with an IRA transfer, rollover or annual contribution, and
- Direct an investment.
2. Volume Provider Services ✅✅
For business providers with established volumes, our Relationship Manager channel offers personalized services to streamline your investor onboarding and investing experience. With a dedicated Relationship Manager, STRATA can deliver the information you need most –
- Streamlined and scalable custom flows for new account opening, funding, and investment direction
- Status updates for your investor transactions
- Deposit notifications
- Annual required minimum distribution (RMD) calculations
- And more
3. Unmatched Customer Service ✅✅✅
At our core, we believe that exceptional customer service isn't just a bonus—it's the bedrock of our identity. While others may focus solely on transactions, we prioritize relationships. Our team has a deep knowledge of IRS regulations related to alternative investments within self-directed IRAs. Whether it's a simple inquiry or a complex issue, our dedicated experts are equipped with the knowledge and skills to swiftly resolve issues. And when necessary, they possess the tenacity to delve deep into a matter, ensuring it's seen through to fruition. Don't take our word for it; see what our customers have to say. Click the logos below to review testimonials on TrustPilot and Google.
When you work with STRATA, you’re getting our commitment to deliver intuitive technology, scalable solutions, and truly exceptional service to your staff and clients. Connect with one of our business development representatives to chat about how we can specifically meet your organization's needs.