Purpose-led involvement
A specialist is introduced because the client’s circumstances require a defined capability, not to add unnecessary complexity.
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Institutional model
Specialist Providers
The right expertise is brought into the relationship when it is needed.
Complex private client decisions can require retirement administrators, asset managers, insurers, medical schemes, custodians, actuaries, and legal, tax and fiduciary specialists.
The offering
Qualified delivery
Each specialist is responsible for the professional or regulated work performed within their mandate.
Coordinated decisions
Stratum helps connect separate workstreams so that advice and implementation can be considered in the context of the whole relationship.
Visible progress
Clients should be able to understand who is doing what, what remains outstanding and how the work supports the agreed objective.
Stratum Private Clients App
Specialist work connected to your private client view.
The App is intended to provide a clear route into relevant support and make the role of each participating specialist easier to understand.
Explore the App experience