What is StratiFi?
StratiFi, a word we made by combining Strategic and Finance - is a financial technology company that exists for one simple reason: to empower financial advisors to make investing safer, more reliable, and more predictable for their clients. What Uber did for taxis, we are doing for risk management.
What are the benefits of StratiFi?
The old ways of investing are deeply flawed. If they weren’t everyone would be as ruck as Warren Buffett. Instead, everyone quotes Warren Buffett and keeps making the same mistakes again and again. StratiFi is designed to break that cycle for investors, creating better outcomes. This also makes life easier for advisors. After all, happy clients equal a happy practice. Our approach protects and optimizes an advisor’s largest asset: his or her practice.
Does StratiFi provide support?
We are tireless advocates for our clients, and yours. We offer real-time support Monday to Friday from 9 am to 5 pm PST. Call us. Chat with us. Email with us.
Does StratiFi work with end clients?
We only work with you. You know your clients better than anyone. You earned their business, and their trust. We work for you. We’re here to help deepen your relationships by helping you educate your clients about the benefits of risk-adjusted investing.
How else can StratiFi help?
Advisors have access to a totally bespoke, branded experience. We will put your name on our work so that clients never even know we’re there in the background helping you to help them.