---
title: Portfolio Risk Analysis Tools for RIAs | StratiFi
description: Analyze client portfolio risk with institutional-grade AI. PRISM Ratings, factor analysis, and benchmark comparison—audit-ready risk intelligence for RIAs.
---

[StratiFi Blog — Insights for RIAs and Broker-Dealers ](https://www.stratifi.com/blog)

# [Portfolio Risk Analysis Tools for RIAs | StratiFi](https://www.stratifi.com/blog/product-updates/evaluating-your-clients-portfolio-risk)

 Written by [Minhee Park](https://www.stratifi.com/blog/author/minhee-park) | 3/30/21 7:05 PM

Stratifi offers easy to use features that enable our users to evaluate clients’ portfolio risk. This is highlighted in the following steps:

If you're shortlisting tools, see [the 7 best investment risk analytics tools for RIAs](https://www.stratifi.com/blog/investment-risk-analytics-software).

- Under the advisors’ page, select the specific client that you’d like to evaluate the risk for
- From the clients’ page select the **portfolio risk, **this will take you to the client portfolio risk page

Portfolio risk has the following key features:

- **Portfolio Prism Rating **that gives you the overall aggregated risk of the client’s portfolio
- **Benchmark **compares the current portfolio’s risk with the risk level of other known assets in the market
- **Risk Factor Analysis **gives the complete breakdown of the portfolio risk metrics
- **Prism Analysis of Market Crisis Scenarios **gives an in-depth analysis of how the portfolio would perform in different [extreme market crisis](https://www.stratifi.com/tag/bull-market/) conditions
- **Top Risk Attributions From Each Account **gives the risk attribution of each asset held in the client count
- **Accounts, **show the individual accounts that are under a specific client, one can access the **individual risk report **of these individual accounts under the **[Risk report](https://www.stratifi.com/tag/manage-risk/).**

For more information on evaluating clients’ portfolio risk, please visit our [learning center](https://www.stratifi.com/lessons/evaluating-your-clients-portfolio-risk/?_hsenc=p2ANqtz--IKuSYRYnVdBddxoT5M0QC2tEL6S082YmyfKAvkZMsqHFuXs3Sep9l_mF4hit5Zq-Pk4Ej), [click here to access ](https://www.loom.com/share/250f97e7635e4925b688a319a9253c84?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--IKuSYRYnVdBddxoT5M0QC2tEL6S082YmyfKAvkZMsqHFuXs3Sep9l_mF4hit5Zq-Pk4Ej)a 2 min video on how to evaluate clients’ portfolio risk.

### Related reading

- Related reading: [what modern RIAs should look for in portfolio risk management software](https://www.stratifi.com/blog/portfolio-risk-management-software).

[View full post](https://www.stratifi.com/blog/product-updates/evaluating-your-clients-portfolio-risk)

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