StratCap

A secure digital platform that gives clients real-time access to their financial accounts, allowing them to view current balances and historical account activity, track portfolio performance across multiple asset classes, monitor individual holdings and their allocation percentages, review transaction history including deposits, withdrawals, dividends, and trades, generate or download account statements and tax documents, and communicate directly with their financial advisor. The platform consolidates accounts held across different custodians or account types — such as IRAs, brokerage accounts, and retirement plans — into a single dashboard, providing a comprehensive view of one's overall financial picture.