"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
"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
"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
Provide clients with an overview of investment objectives.
Document investment strategies for consistent & informed decison-making.
Review risk in held-away portfolios and provide holistic financial advice.
Ensure policy statements meet mandates regardless of firm locations.
Use PRISM to analyze portfolios and reduce compliance and investment risk.
Help clients understand market volitility and impacts to their portfolios.
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