An AI-powered Client Investment Workflow Hub for Fast Growing Wealth Management Firms to Streamline Everything From Investment Analysis and Proposals to Investment Agreements and Compliance.
Get Started Free
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
Use our behavioral science based questionnaire that is simple for clients to understand and determine their risk tolerance based on their willingness and ability
With StratiFi, advisors can easily import their clients' investment portfolios and gain a comprehensive understanding of their clients' investments and risk.
.svg)
Compare the current vs proposed risk, return, fees, expense and more to identify potential gaps or redundancies in the portfolio, and make informed recommendations.
.svg)
Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.
%201-p-1080.png)
Don't take our word for it. Trust our happy and growing customer base. Here's what they're saying about their experience.
What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. This platform has revolutionized how I review risk.
Every day in this industry presents a new challenge, but with StratiFi proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence.
We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients.
StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.
We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit
StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.
.png)
StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform.
StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable.StratiFi assists us in building portfolios for our clients.
Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio.
%201%20(2).png)
StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them.
.png)
What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. This platform has revolutionized how I review risk.
.png)
Every day in this industry presents a new challenge, but with StratiFi proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence.
.png)
We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients.
.png)
StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.
.png)
We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit
.png)
StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.
.png)
StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform.
.png)
StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable.StratiFi assists us in building portfolio.
.png)
Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio.
.png)
StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them.
Cumulative $Assets Monitored
Portfolios Analyzed For Risk
Proposals & IPS Generated
Whether you need streamlined prospecting, better ways to educate clients on risk, or compliance, we have tools to make managing your day-to-day operations more efficient.
Provide clients with an overview of investment objectives.
Document investment strategies for consistent & informed decison-making.
.svg)
Understand your client’s risk tolerance and capacity to find a suitable portfolio.
Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.
.svg)
Use PRISM to analyze portfolios and reduce compliance and investment risk.
Help clients understand market volitility and impacts to their portfolios.
Our platform integrates with a number of powerful tools to help advisors do everything from managing multiple portfolios to improving client relationships.
Redefining wealth technology landscape with innovative analytical tools, pioneering risk assessments, and robust compliance solutions for leading financial advisors
.svg)
.svg)
Stay up to date with StratiFi news and announcement coverage.
Have more questions? We're here to help answers to some top questions from investors like you.
StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.
StratiFi is used by financial advisors and compliance officers. Financial advisors use StratiFi to educate prospects and clients to grow their practice. Compliance officers use StratiFi to monitor risk and reduce liability.
StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.
Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.
StratiFi can handle almost any kind of investment including Alts and SMAs.
The most common type of investments we support include Stocks, Bonds, ETFs, Mutual Funds, Interval Funds, Real Estate, Alternatives, Options, Crypto and SMAs.
Yes, with carefully designed user experience and data visualizations, our users find the platform very intuitive and start to use it immediately.
StratiFi’s charts and graphs represent the financial data more effectively and easily than any other software in the marketplace making it easier for advisors to communicate the benefits to end clients.
Yes, StratiFi has most of the features that Riskalyze has and more.
With StratiFi, firms can eliminate additional software expenses and empower advisors to focus on the right risks with a modern risk management solution.
StratiFi brings the entire practice together on one system to facilitate better decisions that increase revenue, save money, reduce liability and improve ROI.
Firms can save up to 40% compared to their current solution. Ask us about our specials.
StratiFi integrates with leading wealth technologies like Blackdiamond, Orion, Circleblack, Addepar, Wealthbox, Redtail, Moneyguide and more.
We likely connect to your custodian through our direct and partner integrations that gives us access to over 20,000 financial institutions.
Send us a message to check if we integrate with your tech stack.
StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.
One of the ways StratiFi differentiates itself is by providing our customers with exceptional service. We are committed to your success.
You will be provided with a customer success specialist who will assist you with training and support to make sure you see a positive ROI with StratiFi. In addition, you’ll have access to our Learning Center that provides you with detailed video tutorials.
Yes, we use returns to assess risk by default. If you provide us with the returns, we will add them to the platform for you to use.
Yes, we do. Message us and we will set you up with our API docs and postman collection.
.svg)
.svg)