Forensic Statement Extraction
Automated deconstruction of investment wrapper statements — holdings, premiums, charges and surrender values parsed directly from provider documentation, with fee structures extracted line by line.
Corporate Profile · Due Diligence Summary
Strata Fintech Limited
Institutional wealth technology. Proprietary engines for policy analysis, fee deconstruction and risk-aligned portfolio architecture, deployed within regulated advisory operations.
- Entity
- Private limited company
- Initial Rollout
- Europe · United Arab Emirates
- Primary Licensee
- International Policy Audit (IPA)
Section 01 — Core Technology & IP
Proprietary calculation engines
Strata Fintech develops and owns the analysis architecture used within regulated advisory operations. Three engine families form the core of the company's intellectual property.
Risk-Aligned Allocation Engines
Calculation engines that map policy holdings to risk-adjusted ETF and model portfolio references, producing an auditable measure of alignment between what is held and what was agreed.
Regulatory Gating Infrastructure
Cross-border compliance and suitability workflow architecture — jurisdictional rules, eligibility and disclosure logic encoded as software, enforceable across markets and product wrappers.
Section 02 — Deployed Solutions
International Policy Audit
Strata Fintech Limited is the custodian of the intellectual property, standards and calculation architecture behind its engines, built for multi-jurisdictional licensing across regulated wealth advisory, fiduciary and pension audit work.
The initial deployment is licensed to International Policy Audit, operating across European and UAE advisory markets. The platform applies Strata's extraction, allocation and regulatory gating engines to cross-border pension wrappers and investment structures.
Strata Fintech Limited holds no direct client intake, processes no consumer transactions and provides no financial advice. All client-facing activity is conducted through its licensed operators.
Phase I — Initial rollout
- Europe
- United Arab Emirates
Phase II — Future licensing jurisdictions
- Asia-Pacific
- Africa
- Australia
- United States
Section 03 — Governance & Entity Register
Institutional mandate & operating charter
Strata Fintech Limited is an independent technology company incorporated in England & Wales as a private company limited by shares. It develops and licenses analysis infrastructure, holds no client intake and gives no financial advice.
Zero-fee regional desk model
The company levies no licensing fees, transactional tariffs or advisory charges on its operational desks in Europe and the United Arab Emirates, nor on future designated partner desks in any jurisdiction.
Separation of technology and intake
Strata Fintech Limited holds no retail client intake, conducts no consumer solicitation and provides no financial advice. All client-facing engagement remains with independent, locally regulated operators.
Registered entity information, published for verification and due diligence by prospective partners, operators and professional advisers.
Section 04 — Institutional Inquiries
Licensing & partnership inquiries
Enterprise licensing, operator partnerships and institutional inquiries are handled directly by the company. Correspondence from regulated firms, auditors and professional advisers is welcome.