What is StratiFi?
StratiFi is a financial technology platform that empowers financial advisors with option based risk management solutions to help clients achieve better investment outcomes. Our platform offers state of the art technology that evaluates client portfolios and implements personalized option overlay strategies.
Who is StratiFi for?
StratiFi works with investment advisors on behalf of their end clients.
What are the benefits of StratiFi?
StratiFi strives to help advisors optimize portfolio construction by using options to mitigate against potential loss events and/or add incremental yield to client portfolios. StratiFi’s practice management virtues help advisors decrease attrition by offering a differentiated tool to reshape risk in a portfolio.
Does StratiFi provide support?
StratiFi offers support Monday-Friday 9am-5pm PST via phone, chat or email.
Does StratiFi work with end clients?
StratiFi does not work directly with end clients. Advisors maintain the autonomy of the relationships with their clientele and we work with the advisor to enhance the relationship.
Is StratiFi available to international clients?
Not currently, but expects to be in the future.
Is the client experience branded?
Yes, we offer a branded and white labeled client experience.