2018 Industry Awards Winner >

Know Risk. More Reward.

StratiFi measures and quantifies portfolio risk into an easy to understand score

As Featured In

Wall Street Journal
Barron
Wealth Management
Investment News
Fortune
Axios
Morning Star
Reuters
Venture Beat
Yahoo

As Featured In

Wall Street Journal
Barron
Wealth Management
Investment News
Fortune
Axios
Morning Star
Reuters
Venture Beat
Yahoo

As Featured In

StratiFi Wins 2018 Award For Best Risk Tolerance / Client Profiling Technology

Learn More

Effortlessly Recognize Risk Across All Your Clients’ Portfolios

Our technology helps identify and distinguish risk across thousands of securities on a simple, visually-detailed platform.

Robust Software

Robust Software

Calculate risk for your clients on an easy-to-understand scale of one to ten.

User-Friendly Technology

User-Friendly Technology

Educate your clients by exposing them to modern-day market challenges and preventing potential losses.

Smarter and Faster

Smarter and Faster

Identify and gauge the impact of risks that are hidden in client portfolios, and your business.

TAKE THE PRODUCT TOUR

Truly Know Your Customer

Advisors and clients can work off the same analytical data.

Better Control Your Business

Provide advisors with a risk score for their entire business.

Consolidate Held Away Client Accounts

Insure alignment of client risk tolerance and investment objectives.

Reduce Investing Stress

Help clients understand their account in different scenarios.

Enhance Compliance Reviews

Keep a firm's leadership ahead of the risk curve.

Truly Know Your Customer Better Control Your Business Consolidate Client Accounts Reduce Investing Stress Enhance Compliance Reviews
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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
upload-portfolio
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 practices and educating clients to help achieve their financial goals.
how it works
Analyze your portfolio with  
analyze-portfolio
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.
how it works
Start managing hidden risk
manage-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.

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

upload-portfolio

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 practices and educating clients to help achieve their financial goals.

how it works

Analyze your portfolio with  

analyze-portfolio

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.

how it works

Start Measuring Hidden Risk

manage-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.

TRY STRATiFi TODAY

Currently Available On

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The Future is Uncertain.
Your Investment Future
Should Not Be.

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.