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Know Risk. More Reward.

Our award-winning compliance, risk, and portfolio management software, makes monitoring, measuring, and communicating risk simple.

As Featured In

Wall Street Journal
Barron
Wealth Management
Investment News
Fortune
Axios
Morning Star
Reuters
Venture Beat
Yahoo

As Featured In

Wall Street Journal
Barron
Wealth Management
Investment News
Fortune
Axios
Morning Star
Reuters
Venture Beat
Yahoo

As Featured In

StratiFi Wins 2018 Award For Best Risk Tolerance / Client Profiling Technology

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Quiz Section

Main Benefits of StratiFi’s Portfolio Management Software

Our technology helps identify and distinguish risk across thousands of securities on a simple, visually-detailed platform.

Robust Software

Robust Software

Feel confident monitoring, calculating, and analyzing risk for your clients under a safe, robust infrastructure. Our award-winning software relies on the latest development resources to provide you with nothing but safest experience.

User-Friendly Technology

User-Friendly Technology

Built with our users as the core, StratiFi's portfolio management software has user-centric interfaces. This means all the items in our software are there to help you go through your portfolio assets, risk calculations and reports in a frictionless way.

Smarter and Faster

Smarter and Faster

Built upon cloud-based technologies, our portfolio management software is not only compatible with all major operative systems and browsers, but also works lightning fast on all of them.

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How StratiFi’s Portfolio Management Software Can Help Your Firm?

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Our Story

StratiFi was born with a master goal: To help people improve investment outcomes.


Why we started StratiFi

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Getting Started is a Click Away

Our simple, intuitive technology allows advisors and their clients to no longer worry that some random event in the financial markets will interfere with their ability to retire or maintain their standard of living. Anyone willing to simply upload portfolio data, and click a button, will never view investing in the same way again.

Upload your portfolio or connect your custodial account
upload-portfolio
StratiFi’s risk management and investment optimization platform was designed for wealth advisors with ease of use in mind to ensure advisors can spend more time growing their practices and educating clients to help achieve their financial goals.
Analyze your portfolio with  
Prism rating analyze-portfolio
Our risk technology uses proprietary algorithms that analyze thousands of securities to quantify a portfolio’s exposure to volatility, correlation, tail and concentrated holding risk into a single, easy to understand score.
Start managing hidden risk
manage-hidden-risk
We provide actionable insights for you to mitigate specific risks and reinforce your value proposition to clients. Find ways to lower or increase risk while also accessing a marketplace of approved firms with expertise managing and reducing investment risk.

Getting Started is a Click Away

Our simple, intuitive technology allows advisors and their clients to no longer worry that some random event in the financial markets will interfere with their ability to retire or maintain their standard of living. Anyone willing to simply upload portfolio data, and click a button, will never view investing in the same way again.

Upload your portfolio or connect your custodial account

upload-portfolio

StratiFi’s risk management and investment optimization platform was designed for wealth advisors with ease of use in mind to ensure advisors can spend more time growing their practices and educating clients to help achieve their financial goals.

Analyze your portfolio with  

Prism rating TM
analyze-portfolio

Our risk technology uses proprietary algorithms that analyze thousands of securities to quantify a portfolio’s exposure to volatility, correlation, tail and concentrated holding risk into a single, easy to understand score.

Start Measuring Hidden Risk

manage-hidden-risk

We provide actionable insights for you to mitigate specific risks and reinforce your value proposition to clients. Find ways to lower or increase risk while also accessing a marketplace of approved firms with expertise managing and reducing investment risk.

TRY STRATiFi TODAY

Currently Available On

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The Future is Uncertain

The Future is Uncertain.
Your Investment Future
Should Not Be.

Institutional investors have long thought about their investments through a risk-oriented lens that ensures that they mitigate all surface and hidden risks in their portfolio. Our technology makes it easy for advisors to do the same and to communicate complex risk exposures in a way that clients can understand. It’s a powerful tool for advisors to control risk in their own businesses.

The Future is Uncertain