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Asset ManagerExempt Reporting Adviser · CRD 311846Private Fund Adviser

Updated:

Stratos Technologies

Stratos Technologies | Retirement Tax Optimization Infrastructure for Advisory Platforms | Stratos Technologies develops financial modeling infrastructure...

Overview

Stratos Technologies | Retirement Tax Optimization Infrastructure for Advisory Platforms | Stratos Technologies develops financial modeling infrastructure for modern retirement planning platforms. Our flagship platform, RTOS (Retirement Tax Optimization System), enables advisory firms to analyze lifetime tax exposure, evaluate Roth conversion strategies, and model retirement income scenarios through advanced scenario modeling. RTOS enables advisory firms to: • Analyze lifetime tax outcomes across retirement strategies • Model Roth conversion timing and tax bracket optimization • Evaluate RMD impact and retirement tax exposure • Generate institutional-grade client reports • Integrate advanced planning tools directly into advisor platforms Stratos Technologies is focused on building scalable technology for advisory firms, broker-dealers, and financial institutions seeking to deliver more precise retirement strategies.

General information

Firm type

Generalist

Location

Region

North America

Country

United States

City

Miami

Corporate office

Newport Beach, CA, United States

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