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Proactive Risk Management Platform

StratiFi's portfolio risk tools and solutions for financial advisors can lead to more dependable investment outcomes and a superior client experience.

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Find Out The PRISMTM Score For Your Portfolio

PRISMTM - StratiFi's proprietary risk identification tool - measures risk that is often hidden in portfolios.
PRISM is an investment management software that quantifies portfolio risk in a single, easy to understand score, and provides actionable insights for advisors to mitigate that risk
and validate their value proposition to their clients.

Sample PRISM Report:
60% Equity /40% Fixed Income Portfolio
(Q1 1999 - Q1 2017)

example of PRISM report from investment portfolio management software chart showing low risk rating after using StratiFi’s investment portfolio management tools

*With StratiFi Risk Reduction and Tail Risk Overlays.

Diversification May Not Equal Protection

Traditional diversification can leave portfolios exposed to unnecessary, and often hidden, risk. Portfolios that are negatively correlated
to volatility are exposed to large coordinated loss events during market downturns.

What You Think You’re investing in:

pie chart showing perceived investment portfolio
  • Managed Futures
  • US Equities
  • International Equities
  • Real Estate
  • Emerging Markets Equities
  • Private Equity
  • High Yield Credit
  • Commodities

What you’re Actually investing in:

pie chart showing positive vs. negative correlation to volatility
  • Positive Correlation to Volatility
  • Negative Correlation to Volatility

Conversely, being positively correlated to volatility can be the source of considerable profit during market declines or crises.

Discover hidden risk in your portfolios and improve your client's financial well-being.

Get Your Prism Score Get Your Prism Score

Our Powerful Investment Management Software Does More Than Just Reduce Risk

StratiFi employs a diverse range of strategies and investment portfolio management tools to meet the hedging needs of almost any client. However, our solutions do more than
provide superior protection in bear and crisis markets:

  • proactive Proactive Not Reactive Risk Management
  • Help advisors Help advisors standout in a crowded marketplace
  • tax cost Ability to decrease equity risk without creating tax cost
  • seamlessly Seamlessly manage single stock equity risk
Find non-disruptive changes to
existing asset allocations
Reduce risk and lower tax consequences
pie chart that shows options for financial advisors within a client’s portfolio

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Add incremental returns to portfolios
Customize to individual client objectives
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Easy to Implement, Simple to Execute: Portfolio Management Software for Advisors

StratiFi is a digital experience designed specifically for financial advisors. Think of us as advisors for advisors.

  • Analyze

    Use PRISM, our proprietary risk identification tool, to identify portfolio risk and find the right StratiFi solution.

  • Invest

    Investing in the strategies is simple, just a few clicks and it is done. StratiFi then handles all of the trading and execution.

  • Manage

    StratiFi systematically manages the strategies along with rebalancing and optimizing strategy allocation thanks to our portfolio management software for advisors.

  • Report

    Customized performance reports, whitelabled to include your firm’s branding, are ready to send at the push of a button.

Learn About Risk and the Markets

Gain insight into how StratiFi understands risk and approaches the markets with investment management software to help make you a smarter more informed investor.

StratiFi Blog for Advisors

Learn about our take on the markets, practice managment tips, innovative investment portfolio management tools, and what's new at StratiFi

image of Capitol Building and stock markets

Talking Politics is Talking Volatility

Ralph Drybrough | Sep 6, 2017

Your phone rings, you look to see who calls, it's a longtime client. You pick it up, and the first thing your clients says is, "Have you seen the headlines today, and do we need to do anything about it?" According to the 2017 Schwab Independent Advisor Outlook Study, 84% of advisors fielded this ...

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Go to StratiFi Blog

Great Reads In Risk Management That Embody Our Investment Philosophy

These authors serve as advisors for advisors and provide invaluable insights about risk in both markets and human behavior.

Decrease Your Portfolio Risk.

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