Know Risk. More Reward.
Our award-winning compliance, risk, and portfolio management software, makes monitoring, measuring, and communicating risk simple.
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Our technology helps identify and distinguish risk across thousands of securities on a simple, visually-detailed platform.
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
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
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.
Truly Know Your Customer
Based on a blend of a risk tolerance questionnaire, historical market events, and current market signals, StratiFi’s financial planning software will provide you with all the data you need to truly know your customer and plan accordingly to their needs.
Better Control Your Business
With our 24/7 portfolio analysis tools, you can continuously provide advisors with updated data about how volatility, diversification, tail risk and concentrated stock score can impact their client’s portfolio.
Consolidate Held Away Client Accounts
Succeed at helping your clients reach their future! Align risk tolerance for investing with their long term objectives.
Reduce Investing Stress
Help clients understand their performance during historical scenarios. With our Stress Test features, you can test, understand, and predict how your assets would perform under different scenarios.
Enhance Compliance Reviews
Keep a firm's leadership ahead of the risk curve by applying risk management strategies in business.
StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments. Showing prospects how they may be impacted by volatility and tail risk elevates my relationship and helps me earn their trust. The technology platform saves me time by automating the compliance oversight of my peers and junior advisors. StratiFi has helped me streamline my business and grow my client base.
Dave L, CaliforniaOur 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.
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
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
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
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.
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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.
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