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Manage The Right Investment Risks
To Achieve Your Goals

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A Robust Risk Analysis, Portfolio Design, and Compliance Platform

Win Prospects, Increase Wallet Share, and Enhance Client Experience

A Simple Yet Sophisticated Risk Management System

  • Engage Clients
  • Increase Revenue
  • Save Time
  • Reduce Liability
"StratiFi cements the relationship aspects of the advisor/client interface and, correctly, accounts for the learning about actual risk and the consequent changes in what level of risk a client will or will not accept ... or will seek. I've seen that learning and that change happen countless times." Tim Kochis - CEO, Kochis Global

Design Better Portfolios, Improve Investment Outcomes, and Grow Assets

Help Clients Improve Long-term Performance

  • On-demand proposals
  • Intuitive analytics & visuals
  • Risk exposures & stress tests
  • Compare products & portfolios
"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. By calculating essential risk exposures, StratiFi assists us in building portfolios with appropriate levels of risk for our clients." James Thatcher - Managing Director, Ingalls & Snyder

Standardize Risk Management, Enhance Oversight and Improve Compliance With IPS

Enhance governance and build a proactive compliance culture.

  • Reg BI compliance-ready platform
  • Reduce liability and improve return
  • Increase productivity of your financial advisors
  • Protect your assets and grow your revenue
"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 under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage compliance and investment risk." Tito Pombra - President and Founder, Adviser Compliance Consulting

Success Stories

Helping our customers succeed

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
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 Bennett, 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 Lewis, 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 Donlon, Colorado

Intuitive Risk Management for Today's Advisors

Proposal Generation

Provide clients with an overview of investment objectives.

IPS

Document investment strategies for consistent & informed decison-making.

Consolidate Accounts

Review risk in held-away portfolios and provide holistic financial advice.

REG BI

Ensure policy statements meet mandates regardless of firm locations.

Compliance review

Use PRISM to analyze portfolios and reduce compliance and investment risk.

Stress Testing

Help clients understand market volitility and impacts to their portfolios.

Our Mission

"StratiFi’s mission is to empower people to manage the right investment risks that are essential for them to achieve their financial goals."

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