Clear responsibility
The provider remains responsible for product approval, regulated delivery, formal records and applicable client terms.
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Institutional model
Authorised Partners
Regulated capability delivered by the institutions responsible for it.
Stratum works with appropriately authorised financial institutions that may provide banking, payments, lending, investment, insurance, retirement and related infrastructure under the relevant agreements.
The offering
Appropriate selection
Partners and products are considered in relation to the client need, mandate, eligibility and the agreements in place.
Connected delivery
Stratum coordinates the experience so that separate products can support one coherent private client plan.
Ongoing oversight
The relationship is reviewed as a client’s circumstances change and as provider arrangements or product terms evolve.
Stratum Private Clients App
Your provider relationships, understood in one place.
The Stratum Private Clients App is intended to identify the provider behind each connected service and guide the client to the appropriate information or support path.
Explore the App experience