2018 Industry Awards Winner > Know Risk. More Reward.
StratiFi measures and quantifies portfolio risk into an easy to understand score
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Effortlessly Recognize Risk Across All Your Clients’ Portfolios
Our technology helps identify and distinguish risk across thousands of securities on a simple, visually-detailed platform.
Robust Software
Calculate risk for your clients on an easy-to-understand scale of one to ten.
User-Friendly Technology
Educate your clients by exposing them to modern-day market challenges and preventing potential losses.
Smarter and Faster
Identify and gauge the impact of risks that are hidden in client portfolios, and your business.
Truly Know Your Customer
Advisors and clients can work off the same analytical data.
Better Control Your Business
Provide advisors with a risk score for their entire business.
Consolidate Held Away Client Accounts
Insure alignment of client risk tolerance and investment objectives.
Reduce Investing Stress
Help clients understand their account in different scenarios.
Enhance Compliance Reviews
Keep a firm's leadership ahead of the risk curve.
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, CaliforniaStratiFi'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 hash 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.
Currently Available On
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.
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© 2018 StratiFi Technologies Inc.
In 2018, volatility in the stock market returned with a vengeance, catching most investors and many advisors off guard. Advisors, who have experienced at least a couple of market cycles, understand that volatility is normal and market pullbacks are temporary,…
San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset / WealthTech Advisory Collaboration on January 29 organized by Plug & Play and Morningstar @ the Plug and Play Tech Center. The venue will gather top technologies and companies from the Asset…
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