Provide advice, not just price, to help high net worth investors make better decisions faster.
Our Risk Over Returns approach turns the conversation from price to sound advice. By presenting personalized risk analysis and strategies, you build trust and enable investors to make better decisions faster.
Trusted by Leading Wealth Management Firms
STANDARDIZE YOUR APPROACH
Reduce compliance risk, increase production, and become recognized for outstanding customer service.
With our Risk Over Returns approach, every advisor can present risk analysis in a consistent, consultative manner—giving you a competitive advantage in any market condition.
Enlighten prospects about what they actually own
Design better portfolios and help clients improve long-term performance.
Win prospects, engage clients, and increase revenue.
WHY STRATIFI?
Hear From Your Peers
StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them. Clients feel better equipped and more in control when the inevitable occurs and the portfolio experiences negative returns, making them more comfortable sticking to their plan. And in the end, that’s what is most important.
We are at the beginning of a paradigm shift. With the volume of data now overwhelming even the best human minds, technology has come so far that we can now confidently leverage machine learning and artificial intelligence to pursue better investment outcomes for clients. We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit.
StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform. For the money, it is hard to beat the value that StratiFi offers.
StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable. By calculating essential risk exposures, StratiFi assists us in building portfolios with appropriate levels of risk for our clients.
Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage compliance and investment risk.
I spent a fair amount of time really building out a combination of infrastructure and advice for larger organizations. StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies. The exceptions, drift, concentration risk, and other factors are really looking at portfolio risk in a different way and reduce the chances that clients will be surprised when volatility increases.
StratiFi cements the relationship aspects of the advisor/client interface and, correctly, accounts for the learning about actual risk and the consequent changes in what level of risk a client will or will not accept ... or will seek. I've seen that learning and that change happen countless times.
I realized that from a compliance and understanding the client standpoint I needed something for risk profiling. I settled on StratiFi because it seemed to be more rigorous in terms of the analytical aspect and could stand up to compliance questioning.
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Award-Winning Tools
Whether you need streamlined prospecting, better ways to educate clients on risk, or compliance, we have tools to make managing portfolios more efficient.
1
+ Billion
Cumulative $Assets Monitored
1
+
Portfolios Analyzed For Risk
1
+
Proposals & IPS Generated
PROPOSAL GENERATION
Provide clients with an overview of investment objectives.
IPS
Document investment strategies for consistent & informed decison-making.
CLIENT RISK PROFILING
Understand your client’s risk tolerance and capacity to find a suitable portfolio.
COMPLEX INVESTMENTS
Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.
COMPLIANCE REVIEW
Use PRISM to analyze portfolios and reduce compliance and investment risk.
STRESS TESTING
Help clients understand market volitility and impacts to their portfolios.
As Featured By...
Frequently Asked Questions
StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.
StratiFi is used by financial advisors and compliance officers. Financial advisors use StratiFi to educate prospects and clients to grow their practice. Compliance officers use StratiFi to monitor risk and reduce liability.
StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.
Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.
Learn more about PRISM.
StratiFi can handle almost any kind of investment including Alts and SMAs.
The most common type of investments we support include Stocks, Bonds, ETFs, Mutual Funds, Interval Funds, Real Estate, Alternatives, Options, Crypto and SMAs.
Yes, with carefully designed user experience and data visualizations, our users find the platform very intuitive and start to use it immediately.
StratiFi’s charts and graphs represent the financial data more effectively and easily than any other software in the marketplace making it easier for advisors to communicate the benefits to end clients.
Yes, StratiFi has most of the features that Riskalyze has and more.
With StratiFi, firms can eliminate additional software expenses and empower advisors to focus on the right risks with a modern risk management solution.
StratiFi brings the entire practice together on one system to facilitate better decisions that increase revenue, save money, reduce liability and improve ROI.
Firms can save up to 40% compared to their current solution. Ask us about our specials.
StratiFi integrates with leading wealth technologies like Blackdiamond, Orion, Circleblack, Addepar, Wealthbox, Redtail, Moneyguide and more.
We likely connect to your custodian through our direct and partner integrations that gives us access to over 20,000 financial institutions.
Check our Partners page for more information.
Send us a message to check if we integrate with your tech stack.
Our four main features are all designed to provide an integrated user experience.
PRISM Factor-based Risk Analysis
Proposal & IPS Reports
Book-level Analytics
Compliance Oversight
PRISM is a deep and accurate investment risk analysis engine that helps advisors understand which sources of risk drive performance on the upside and on the downside. This helps our advisors deliver a much better client investment experience that is in line with the client’s risk profile.
Our Proposal & IPS reports allow advisors to close prospects and increase the wallet share of existing clients. StratiFi provides a sequence of returns risk analysis that is essential for advisors working with retirees so they can explain to them not only their asset allocation but also their risk. Clients can finally understand how their advisor can help them reduce downside risk and increase upside potential to achieve their desired outcome.
StratiFi’s book level analytics give advisors the insights they need to successfully manage their entire book of business and empower advisors to focus on the right clients immediately.
Our compliance and oversight functionality enables firms to easily find exceptions and act quickly to protect themselves from lawsuits that at times can cost millions of dollars in fines.
StratiFi provides a revolutionary experience for wealth management companies of all sizes.
One of the ways StratiFi differentiates itself is by providing our customers with exceptional service. We are committed to your success.
You will be provided with a customer success specialist who will assist you with training and support to make sure you see a positive ROI with StratiFi. In addition, you’ll have access to our Learning Center that provides you with detailed video tutorials.
Yes, we use returns to assess risk by default. If you provide us with the returns, we will add them to the platform for you to use.
Yes, we do. Message us and we will set you up with our API docs and postman collection.
See how StratiFi can elevate your practice
Switch to StratiFi today to grow your practice.
