---
title: Does STRATA’s Platform Integrate with My Portfolio Management System?
description: STRATA has integration solutions for a variety of online portfolio management systems. For business providers with established volumes, we offer personalized services to streamline your investor onboarding and investing experience. 
---

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# Does STRATA’s Platform Integrate with My Portfolio Management System?

STRATA has integration solutions for a variety of online portfolio management systems. For business providers with established volumes, we offer additional personalized services to streamline your investor onboarding and investing experience. 

- 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

To understand what works best for your business and what kind of client experience you would like to build, [contact](https://www.stratatrust.com/about-us/request-info/) one of our business development representatives.

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- [Investment Onboarding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#main-content)

    - [Pre-Custody Review](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#pre-custody-review)
    - [Funding](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#funding)
    - [Investment Direction](https://knowledge.stratatrust.com/financialprofessionals/investment-onboarding?hsLang=en#investment-direction)
- [Investment Maintenance](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#main-content)

    - [Fair Market Value](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#fair-market-value)
    - [Investment Income and Taxes](https://knowledge.stratatrust.com/financialprofessionals/investment-maintenance?hsLang=en#investment-income-and-taxes)
- [About STRATA](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#main-content)

    - [Innovation and Technology](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#innovation-and-technology)
    - [Account Access](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#account-access)
    - [Fees and Billing](https://knowledge.stratatrust.com/financialprofessionals/about-strata?hsLang=en#fees-and-billing)

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STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.