Unify and scale portfolio management
White Label Integrations deliver a firm-branded portfolio management platform designed for customized model portfolio delivery at scale. Each launch includes a dedicated login environment and branded experience aligned to your firm's identity and investment philosophy.
Branded experience
Launch a fully customized platform with your firm’s logo and domain, offering your advisors a consistent and trusted digital experience.
Seamless implementation
Go live quickly – no internal development or heavy integrations required. Our team handles the end-to-end implementation.
Centralize portfolio management
Unify portfolio account data and investment strategies in a single, streamlined interface for enhanced oversight and operational efficiency.
Scalable customization
Leverage STRATxAI’s proprietary infrastructure to customize portfolios at scale while maintaining brand consistency and regulatory compliance.