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Common Questions

What is StratiFi?

StratiFi is a software company. We build risk management and practice management tools for financial advisors.

What is PRISM?

PRISM is a sophisticated algorithm that quantifies risk in investment portfolios.

Can StratiFi be used for prospecting?

Yes! We have a dedicated prospecting tool along with client reports to help you grow your business.

Does StratiFi use a risk tolerance questionnaire?

Yes, we offer a unique risk tolerance questionnaire to understand and communicate risk requirements for each client.

Does StratiFi help with compliance and portfolio suitability?

We store records of client interactions, providing you with a historical record of suitability reviews along with the PRISM and Questionnaires used in each review.

Can I upload Model Portfolios?

Our software will store and score all your model portfolios. Once your models are on the system we help you assign the right model to each client.

How easy is it to transition from a competitor?

We work with every client directly to simplify the transition. We will be there to help you every step of the way.

How do I connect my custodian accounts?

We partner with a third party data aggregator to securely connect your client accounts. The process is very straightforward.

Does StratiFi integrate with other technologies?

Yes. We are always working on integrations. If you have a specific request, please let us know!

How do I get started?

Let’s schedule a call to discuss your needs! Please select a time here that works for you.

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