Empowering financial advisors with intelligent tax planning tools
Stratum was born from a simple observation: financial advisors spend countless hours manually creating tax planning scenarios, often using spreadsheets and outdated tools that make it difficult to visualize outcomes and communicate value to clients.
We believed there had to be a better way. A way that combines the power of modern technology with deep tax planning expertise to help advisors deliver exceptional value to their clients while saving time and reducing complexity.
Today, Stratum helps financial advisors across the country create sophisticated tax planning scenarios, compare strategies side-by-side, and present clear, actionable recommendations to their clients.
To transform tax planning from a time-consuming, complex process into an intuitive, powerful experience that helps financial advisors deliver measurable value to their clients.
We believe every advisor should have access to professional-grade tax planning tools that are easy to use, accurate, and designed specifically for the challenges they face in serving their clients.
Tax planning requires precision. We obsess over accuracy in our calculations and stay current with tax law changes to ensure advisors can trust our platform.
Time is valuable. We leverage AI and automation to eliminate manual data entry and streamline workflows, so advisors can focus on strategy and client relationships.
We listen to our users and constantly improve. Your feedback shapes our roadmap, and we're committed to evolving alongside the needs of financial advisors.
Everything we build is designed to help advisors serve their clients better. From clear visualizations to presentation-ready reports, we make complex planning simple.
Taxes are often the largest expense in a client's financial life. Yet many advisors lack the tools to effectively model tax optimization strategies and demonstrate their value.
Strategic tax planning can save clients tens or hundreds of thousands of dollars over their lifetime through techniques like Roth conversions, strategic withdrawals, deduction bunching, and charitable giving optimization.
Stratum makes it easy to model these strategies, compare scenarios, and show clients exactly how much they can save—transforming tax planning from an afterthought into a core value proposition for your practice.
Join advisors who are delivering exceptional tax planning value to their clients.