Strata AI is the operating system for independent financial advisors. Client memory, compliance-safe CRM notes, morning briefs, and Wealthbox sync — one platform, not six.
Every client meeting ends with you transcribing notes, scrubbing language for compliance, updating the CRM, and drafting follow-up emails — manually. Every. Single. Time. That's time you should be spending on clients.
Zoom for meetings. A note taker that generates generic AI output. Your CRM that needs manual updates. Email drafting from scratch. A compliance checklist. None of them connected. You're the integration layer — and it's breaking you.
One careless phrase in a meeting note can trigger a compliance review. Generic AI transcription doesn't know the difference between advisor-appropriate language and a liability. Your current tools are creating exposure you can't see.
A client mentioned their daughter's college fund six months ago. Their spouse's retirement timeline three months ago. Their anxiety about volatility last week. You're supposed to remember all of it. No tool is helping you.
Every email, meeting, and interaction builds a living profile for each client. Communication preferences, family details, financial goals, past decisions. Strata remembers everything so every touchpoint feels personal — even across 200 clients.
Strata joins your meetings, transcribes everything, and scrubs the language for CRM-compliant output before pushing directly to Wealthbox. No manual entry. No liability from careless phrasing. Audit-ready on every call.
Every morning, Strata generates a prioritized digest of overnight emails, pending follow-ups, clients who need attention, and commitments due. Your 45-minute morning prep becomes a 5-minute review.
Strata reads every incoming email, detects what needs action across 17 financial categories, and drafts replies that match your writing style per contact. Approve and send. The inbox stops owning your day.
Not coming soon. Live now. Every note, contact update, and follow-up flows directly into Wealthbox without touching a keyboard. Built by advisors who use Wealthbox themselves and needed it to actually work.
Upload brokerage statements and get instant portfolio analysis. Built-in market intelligence that surfaces what matters for your clients. Two features no competitor offers at any price point.
| Feature | Strata AI | Zocks | Jump AI | Vega |
|---|---|---|---|---|
| CRM-Compliant Note Scrubbing | ✓ | ✗ | ✗ | ✗ |
| Client Memory Intelligence | ✓ | ✗ | ✗ | ✗ |
| Wealthbox Native Sync | ✓ | ✗ | ✗ | ✗ |
| Smart Inbox + Email Drafting | ✓ | ✗ | ✗ | Partial |
| Morning Briefs | ✓ | ✗ | ✗ | ✗ |
| Statement Parser | ✓ | ✗ | ✗ | ✗ |
| Built for Under-20 Advisor Firms | ✓ | Partial | Partial | ✗ |
| Monthly Price | $97 | ~$30 | ~$40 | $42–50 + $12K setup |
"I was spending 90 minutes after every client meeting on notes and CRM updates. With Strata, that's down to 5 minutes. I got back 10 hours a week in the first month."
"The compliance note scrubbing alone is worth the subscription. I don't have to worry about what the AI generated going straight into my CRM anymore. Strata cleans it first."
"I tried Zocks, I tried Jump AI. Both gave me notes. Strata gave me my practice back. It's the only tool that actually knows my clients the way I do."
No slides. No deck. We show you Strata running on real advisor data — yours, if you want. Book a demo and see what 10 hours back every week looks like.
Book Your Free Demo →