Strata
The annual review, written for you. Write an annual review in 20 minutes instead of 3 hours, and get 12.5 hours a month back per adviser.
Write an annual review.
An annual review means pulling figures out of platform valuations, separating investment growth from contributions, checking what charges did year on year, and writing it all up so a client can read it. Three hours a client, every client, every year.
Per client, done by hand.
12.5 hours a month back, per adviser.
Three steps. No new platform.
Upload the valuation PDFs
Drop in the platform statements you already have. No platform integration, no new login.
Figures extracted, separated and traced
Strata reads the figures, works out the change, splits genuine investment return from contributions and withdrawals, and tracks charges year on year. Every number cites the report and page it came from.
A branded draft with your sections flagged
Plain-English narrative with a headline, timeline and charts. Sections that need adviser judgement are marked for you. Edit inline, export to Word or PDF.
Judge the output, not the pitch.
An illustrative example of what Strata produces. Every figure and finding in the real thing links back to its source.
What's included
- Reads platform valuation PDFs without integration
- Separates genuine investment return from contributions
- Tracks year-on-year charge movements
- Traces every figure to source report and page
- Guards against client mix-ups across report batches
- Plain-English client narrative with headline and timeline
- Year-on-year charts generated from the extracted data
- Fully editable, branded, compliant output
Who it's for
Advisers and paraplanners with a review calendar to get through; firms standardising what an annual review looks like across the team.
Works with
Platform valuation PDFs from any platform.
Each app takes one job.
See it before you decide.
Twenty minutes on Teams with Adam Booth, walking through the apps on a demo firm with its own clients, meetings and files. Nothing to prepare.