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StratiFi

We help financial advisors

enlighten prospects about

their risk and build trust

Hundreds of financial advisors use StratiFi to grow. Discover how we can help you.

Trusted by Leading Wealth Management Firms

Differentiate yourself and
build a more valuable practice

 

Enlighten prospects about
what they actually own

Design better portfolios and help clients improve long-term performance.

Win prospects, engage clients, and
increase revenue.

Why StratiFi? Hear from your peers.

 
 
 
 

Simple, Robust and Cost-effective 

Stop paying for expensive softwares that don’t deliver what you need

1 +
Positions Assigned A PRISM Rating
1 +
Portfolios Analyzed For Risk
1 +
Proposals & IPS Generated
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.

Complex Investments

Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.

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.

Award Winning Technology That Helps You

Analyze like a math prodigy
Visualize like a gifted artist

A bonafide risk analysis system that evaluates multiple dimensions of risk and graphically represents it on a 1-10 scale. Super easy to understand and to consume.
Measure risk more reliably
Understand the factors that drive losses.
Create superior financial plans
Educate clients and bridge the risk gap.
Engage clients and win prospects
Differentiate yourself and grow your practice

Want to Test Drive StratiFi yourself?

Ready for A Demo? See It Here.

 

Convert visitors into leads with our free risk analysis widget.

When you give prospects something valuable, like the opportunity to assess their portfolio risk for free, they give you something in return—their email address.

Use StratiFi’s Lead Generation Widget to prospect leads, grow your book, and increase your revenue.

Our platform integrates a number of powerful tools to help advisors do everything from
managing multiple portfolios to improving client relationships.

Seamlessly integrate StratiFi into your tech stack.
Our platform integrates a number of powerful tools to help advisors do everything from managing multiple portfolios to improving client relationships.
Partner Webinars
 
 
 

Have questions or want a full demo?

Schedule a call with one of our experts. Select a time that works for you.

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