Know Risk. More Reward.
Our award-winning client-profiling, risk analysis, and compliance software makes monitoring, measuring, and communicating risk simple.
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StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
Elizabeth Luna, California
Elizabeth L, California
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.
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, California
Dave L, California
Demonstrating to my clients in a tangible, unbiased-fashion that there are ways to deliver desired returns while significantly reducing risk is of paramount importance. Stratifi’s PRISM rating allows me to accomplish this in a very hands-on manner. They have worked closely with me to properly quantify and rate many of the alternative methods I use. StratiFi is an integral part of my planning process.
Demonstrating to my clients in a tangible, unbiased-fashion that there are ways to deliver desired returns while significantly reducing risk is of paramount importance. Stratifi’s PRISM rating allows me to accomplish this in a very hands-on manner. They have worked closely with me to properly quantify and rate many of the alternative methods I use. StratiFi is an integral part of my planning process.
Paul D., Colorado
Paul D., Colorado
"Stratifi provides a fresh and insightful view into analyzing risk for our client portfolios in normal and stressed markets and serves us a tool that we can use real-time with clients to help them better understand their portfolios. As an ex-hedge fund risk manager, it’s great to see a product that examines the dynamic risks across financial markets and incorporates the aspects of financial management that we as advisors care about the most. "
"Stratifi provides a fresh and insightful view into analyzing risk for our client portfolios in normal and stressed markets and serves us a tool that we can use real-time with clients to help them better understand their portfolios. As an ex-hedge fund risk manager, it’s great to see a product that examines the dynamic risks across financial markets and incorporates the aspects of financial management that we as advisors care about the most. "
Stephanie B., California
Stephanie B., California
StratiFi's Investment Policy Statement tool makes generating and using an IPS super easy. The platform makes standardization AND customization extremely efficient and saves me and my clients a lot of time.
StratiFi's Investment Policy Statement tool makes generating and using an IPS super easy. The platform makes standardization AND customization extremely efficient and saves me and my clients a lot of time.
Josh B., California
Josh B., California
StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
Elizabeth L, California
StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
Elizabeth Luna, California
Elizabeth Luna, California
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, California
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, California
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, California
Dave L, California
Demonstrating to my clients in a tangible, unbiased-fashion that there are ways to deliver desired returns while significantly reducing risk is of paramount importance. Stratifi’s PRISM rating allows me to accomplish this in a very hands-on manner. They have worked closely with me to properly quantify and rate many of the alternative methods I use. StratiFi is an integral part of my planning process.
Paul D., Colorado
Demonstrating to my clients in a tangible, unbiased-fashion that there are ways to deliver desired returns while significantly reducing risk is of paramount importance. Stratifi’s PRISM rating allows me to accomplish this in a very hands-on manner. They have worked closely with me to properly quantify and rate many of the alternative methods I use. StratiFi is an integral part of my planning process.
Paul D., Colorado
Paul D., Colorado
"Stratifi provides a fresh and insightful view into analyzing risk for our client portfolios in normal and stressed markets and serves us a tool that we can use real-time with clients to help them better understand their portfolios. As an ex-hedge fund risk manager, it’s great to see a product that examines the dynamic risks across financial markets and incorporates the aspects of financial management that we as advisors care about the most. "
Stephanie B., California
"Stratifi provides a fresh and insightful view into analyzing risk for our client portfolios in normal and stressed markets and serves us a tool that we can use real-time with clients to help them better understand their portfolios. As an ex-hedge fund risk manager, it’s great to see a product that examines the dynamic risks across financial markets and incorporates the aspects of financial management that we as advisors care about the most. "
Stephanie B., California
Stephanie B., California
StratiFi's Investment Policy Statement tool makes generating and using an IPS super easy. The platform makes standardization AND customization extremely efficient and saves me and my clients a lot of time.
Josh B., California
StratiFi's Investment Policy Statement tool makes generating and using an IPS super easy. The platform makes standardization AND customization extremely efficient and saves me and my clients a lot of time.
Josh B., California
Josh B., California
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 the safest experience.
User-Friendly Technology
Built with our users as the core, StratiFi's Risk Analysis 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 Risk Analysis software is not only compatible with all major operative systems and browsers but also works lightning fast on all of them.
StratiFi was born with a master goal: To help people improve investment outcomes.
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.
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 practice 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 managing 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.
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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