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Learning Center > Overview of StratiFi

Overview of StratiFi

Stratifi is a one-stop-shop risk analysis and compliance platform that quantifies risk on a simple scale of one to ten. Stratifi allows a wealth management firm to understand how a client’s portfolio risk compares with their risk tolerance. The firm will easily be able to spot misalignments allowing them to take corrective actions with clients and have an audit trail from a compliance standpoint.

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