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Bob Veres Inside Info Article on StratiFi

Bob Veres Inside Info Article on StratiFi

Bob Veres Reviews StratiFi in Inside Information

“If the goal is to impress clients by visibly demonstrating a professional approach to building and managing portfolios, there is not a better tool on the market.” — Bob Veres

Synopsis: Is it really possible that a portfolio risk assessment tool for wealth managers could be as sophisticated as the algorithms that institutional teams are using?

Takeaways: Advisors can show prospects the difference between the risks they’re comfortable with and the risks they’re taking, and then provide an analysis that demonstrates a high degree of portfolio management sophistication.

Extend risk analysis beyond volatility

Measure risk more reliably

Educate clients and bridge the risk gap

Differentiate yourself and win prospects

Build superior portfolios and financial plans

Deliver outcomes and grow your practice

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Hundreds of financial advisors use StratiFi to educate clients

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