Diversification alone is not enough.

StratiFi helps advisors manage risk in real time.

Dynamically manage portfolio risk through options overlays

Deployed alongside existing portfolio

Customized solutions for your needs

Non-distruptive to existing allocations

Compatible across custodial platforms

Non-distruptive to existing allocation

Compatible across custodial platforms

Enhance Client Experience

StratiFi’s options overlays sit atop an existing allocation, adding incremental benefits to help achieve targeted risk outcomes.

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Client Portfolio
StratiFi Overlay
Enhanced Portfolio
Client portfolio

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Enhanced portfolio

Deliver Real-World Solutions

For a client, real risk is not having the money you need when you need it. We help advisors solve problems their clients truly care about.


Add options overlays to your client's portfolio


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