fbpx
2018 Industry Awards Winner 2018 Industry Awards Winner >
Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

Do you know having both PRISM scores and Risk Tolerance scores allow advisors to leverage StratiFi’s powerful widgets to supercharge their compliance?  You can quickly spot which of your clients are out of your pre-defined “drift” range. Clicking into the…