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 one of our business development representatives.
