Impress High Net Worth Investors and Differentiate Your Practice

The award-winning tool to educate high net worth investors who greed in and panic out of the market at the wrong times.

Improve the way your clients approach their investment decisions

“StratiFi cements the relationship aspects of the advisor/client interface and, correctly, accounts for the learning about actual risk and the consequent changes in what level of risk a client will or will not accept … or will seek. I’ve seen that learning and that change happen countless times.”

— Tim Kochis, CEO of Kochis Global

StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them. Clients feel better equipped and more in control when the inevitable occurs and the portfolio experiences negative returns, making them more comfortable sticking to their plan. And in the end, that’s what is most important.

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage compliance and investment risk.

I spent a fair amount of time really building out a combination of infrastructure and advice for larger organizations. StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies. The exceptions, drift, concentration risk, and other factors are really looking at portfolio risk in a different way and reduce the chances that clients will be surprised when volatility increases.

I realized that from a compliance and understanding the client standpoint I needed something for risk profiling. I settled on StratiFi because it seemed to be more rigorous in terms of the analytical aspect and could stand up to compliance questioning.

After working with the StratiFi team I definitely went on board in terms of implementation. Ever since the financial crisis of 2008, there’s been a slow proliferation of cloud-based software being offered. I think this one caught my eye out of other vendors because it seemed like a very simple and elegant solution to a new regulatory requirement that was impacting the firm, and every other financial services firm, which is RegBI.

Why StratiFi?

Stop paying for expensive software that doesn’t deliver what you need, and discover a standardized approach that reduces compliance risk, increases production, and is recognized for outstanding customer success.

StratiFi makes it incredibly easy for advisors to educate clients and impress prospects with simple and robust portfolio risk analysis, client risk profiling, proposals, IPS, and more.

Make Your Business More Predictable and Profitable

Advisors can use StratiFi’s PRISM ratings to ensure client and investment objectives are aligned. This enhances your business in many positive ways —

Educate Clients on Risk Strategies

StratiFi’s PRISM™ Rating visualizes and curates the right data that clients need to see in easy-to-read formats.

Telling too much to clients in a difficult-to-understand way is like telling them nothing. StratiFi carefully hand-picks meaningful data and conveys it in a visual format for both advisors and clients leading to successful communication.

Meet Your Clients’ Goals

StratiFi provides you with an easy and efficient tool to adjust positions and create better portfolios.

Our user-friendly interface helps you compare portfolios against other models/benchmarks and edit the weight, while at the same time seeing the upside or downside risk for each position and each model.

Be More Efficient & Save Time

With StratiFi, there’s no need to manually copy & paste or edit at the end of the day to create reports for clients. We make it much easier than that.

StratiFi’s solution is designed with maximum flexibility for report generation based on in-depth research of every use cases. Add customized sections, existing collaterals, switch the order of the sections, set up blended models and benchmarks, and control company-level format and language.

Integrate With Your Custodian

StratiFi integrates with leading wealth technologies like Blackdiamond, Orion, Circleblack, Addepar, Wealthbox, Redtail, Moneyguide and more.

We likely connect to your custodian through our direct and partner integrations that gives us access to over 20,000 financial institutions. View our partners to find out more.

Reduce Investing Stress

Help clients understand how their accounts would perform in different scenarios.

Our PRISM Score calculates each investment’s exact risk-reward position and assigns a numerical value.

Convert Prospects

Branded, client-ready proposals are a great way to convert prospects into clients and close new deals.

More easily than ever, generate proposals with just a few clicks.

Enhance Compliance

Use PRISM to evaluate every portfolio under management to improve compliance.

Keep your firm’s leadership ahead of the risk curve and add an important tool to their management dashboard.

Investment Policy Statement

Use IPS to keep investors from making costly mistakes in reaction to short-term events.

Our tool makes generating and using an IPS very efficient.

Get Started…

Request a free demo and see how easily advisors connect with clients and prospects, and grow their book of business.

After submitting the form, you will be directed to a calendar to choose the date & time most convenient for you.

Financial Advisors