StratiFi integrates with leading wealth technologies like Blackdiamond, Orion, Circleblack, Addepar, Wealthbox, Redtail, Moneyguide and more. We likely connect to your custodian through our direct and partner integrations that gives us access to over 20,000 financial institutions. Check our Partners page for more information. Send us a message to check if we integrate with your tech stack.