Deliver exceptional value to your clients with powerful scenario analysis and visualization tools
Stratum is a comprehensive tax-optimized financial planning platform designed specifically for financial advisors. Our software enables you to create, compare, and visualize multiple tax scenarios for your clients, helping them make informed decisions about their financial future.
With AI-powered data extraction, intuitive scenario building, and powerful comparison tools,Stratum transforms complex tax planning into clear, actionable insights.
Create unlimited scenarios and compare them side-by-side. Visualize the impact of different strategies including Roth conversions, income timing, deduction optimization, and more.
Simply upload your client's tax return and let our AI extract all the relevant data automatically. No more manual data entry—get started with planning in seconds.
Accurate federal tax calculations with support for all major income types, deductions, and credits. Track multiple tax years and see projections across decades.
Manage multiple clients with ease. Track separate tax years, scenarios, and planning notes for each client. Support for married couples and co-clients.
Add detailed notes to each scenario to document your planning assumptions and rationale. Keep all your planning documentation organized in one place.
Create client profiles with basic information including birthdates for age-based calculations.
Upload tax returns and let AI extract the data, or manually enter tax information for each year.
Build multiple planning scenarios with different strategies. Adjust income, deductions, and contributions to model various approaches.
View scenarios side-by-side, analyze the differences, and determine the optimal strategy for your client.
Join advisors who are transforming their tax planning practice.