Does STRATA Offer Institutional IRA Services to Investment Sponsors, Platforms, Asset Providers, and Financial Advisors?

STRATA has integration solutions for a variety of online portfolio management systems.

STRATA’s Institutional Services are available for volume-driven relationships and provide robust, scalable solutions to help meet the needs of both start-ups and larger, more established providers.

STRATA offers options ranging from a full API-driven solution that enables seamless IRA account opening within your investment platform to a custom solution that requires fewer resources.

Additionally, STRATA offers several features that make servicing IRAs seamless for you and your clients:

A dedicated relationship manager
Periodic reports that let you track your IRA investors at a frequency that works for your business—new accounts, transfer status, investment funding, RMDs, and more
Quick setup of new investments
Online account access for you to track and view all of your STRATA clients from one login
IRA marketing support
IRA training and operational support for your team
Deep self-directed IRA and alternative investment expertise, with over 350 years of combined experience

There’s a reason STRATA has climbed the ranks as a national leader in self-directed IRAs so quickly – and it’s not through acquisitions. We’re one of the few IRA custodians that can lay claim to 100% organic growth, primarily through word-of-mouth referrals. To learn more about institutional IRA services, contact us directly, schedule a call, and tell us more about your offerings.