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Financial Advisors

Better Risk Analysis Software for Advisors

Our governance, risk, and investment advisor software tunes out market noise so investors can focus on the details and facts that really matter.

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• Software for financial advisors plays a critical role in the current advisory landscape and the way clients approach their investment decisions.

• Investment outcomes can be improved by identifying the risks that historically interfere with desired outcomes.

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The Definitive Portfolio Management Software for Advisors

How does PRISM help in portfolio management?

We use a simple process to create an action plan. First, clients complete a target-risk assessment questionnaire that reveals their true investment personality. Then, we analyze their client portfolios with our PRISM financial risk management software to reveal often invisible risks. This process generates a PRISM portfolio score to be compared to the client’s target score. In minutes, advisors and clients are working together off the same analytical data.

Paul D., Colorado.
"Demonstrating to my clients in a tangible, unbiased-fashion that there are ways to deliver desired returns while significantly reducing risk is of paramount importance. Stratifi’s PRISM rating allows me to accomplish this in a very hands-on manner. They have worked closely with me to properly quantify and rate many of the alternative methods I use. StratiFi is an integral part of my planning process.” - Paul D., Colorado
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Why Choose StratiFi?

Our PRISM software measures portfolio sensitivity to four dominant investment factors.

Key Features of Stratifi’s Investment Advisor Software


• Volatility Risk
• Diversification Risk
• Tail Risk
• Concentrated Stock RiskScore

Each category is assigned a 1 to 10 risk score that is aggregated and synthesized to produce an overall client portfolio score. The lower the score is, the lower the risk and the healthier the portfolio. We can do the same for every account in an advisor’s practice to provide advisors with a risk score for their entire business. This risk management strategy in business analysis is the essence of institutional portfolio management.

Why Choose StratiFi?

Our PRISM software measures portfolio sensitivity to four dominant investment factors.

Key Features of Stratifi’s Investment Advisor Software


• Volatility Risk
• Diversification Risk
• Tail Risk
• Concentrated Stock RiskScore

Each category is assigned a 1 to 10 risk score that is aggregated and synthesized to produce an overall client portfolio score. The lower the score is, the lower the risk and the healthier the portfolio. We can do the same for every account in an advisor’s practice to provide advisors with a risk score for their entire business. This risk management strategy in business analysis is the essence of institutional portfolio management.

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Reduce Volatility Risk, Make Clients Less Volatile, and Make Your Book More Predictable and Profitable.

Advisors can use our PRISM’s ratings to ensure alignment of client and investment objectives. This calibration often improves investment returns by managing the fear tempering the market’s fear factor that tends to negatively impact their performance.

Stephanie B., California.
"Stratifi provides a fresh and insightful view into analyzing risk for our client portfolios in normal and stressed markets and serves us a tool that we can use real-time with clients to help them better understand their portfolios. As an ex-hedge fund risk manager, it’s great to see a product that examines the dynamic risks across financial markets and incorporates the aspects of financial management that we as advisors care about the most.” - Stephanie B., California
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Reduce Investing Stress

We help clients understand how their accounts would perform in different scenarios by utilizing previous market trends to gauge present and future scenarios. That’s why we use many historical market events, such as the 2008 Global Financial Crisis, to stress test client portfolios.

Reduce Investing Stress

We help clients understand how their accounts would perform in different scenarios by utilizing previous market trends to gauge present and future scenarios. That’s why we use many historical market events, such as the 2008 Global Financial Crisis, to stress test client portfolios.

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Consolidate Client Accounts

Many investors have accounts at different firms. Our software allows advisors to understand how to manage financial risk and review those held-away portfolios in the interest of generating a holistic financial risk analysis review. This analysis is an effective asset consolidation tool.

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Enhance Compliance Reviews

By using PRISM to evaluate every portfolio under management, firms can further quantify compliance and investment risk. This added level of review and analysis helps keep a firm’s leadership ahead of the risk curve and adds an important tool to their management dashboard.

Enhance Compliance Reviews

By using PRISM to evaluate every portfolio under management, firms can further quantify compliance and investment risk. This added level of review and analysis helps keep a firm’s leadership ahead of the risk curve and adds an important tool to their management dashboard.

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Proposal Generation

Proposals are a great way to convert prospects into clients and close new deals.

Investment proposals provide you and your clients with an overview of investment objectives as well as insight into your firm's investment philosophy and approach.

Since investments and the market can be complex, proposals aim to provide investors with an improved understanding of the collaborative strategies used to help them make more informed decisions.

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Investment Policy Statement

The purpose of an Investment Policy Statement is to document an investment strategy to use as a guide for consistent and informed decision-making. It serves as a roadmap for achieving an investor's investment objectives. More importantly, it can also keep investors from making costly mistakes in reaction to short-term events, reminding them to stay focused on their long-term objectives.

In addition to specifying goals, priorities, risk tolerance, and investment preferences, a well-conceived IPS contains guidelines for asset allocation targets, including the target allocation for main asset classes(i.e. stocks and bonds) and for sub-asset classes(i.e. global stocks by region).

An IPS also establishes monitoring and control procedures to be followed by advisors and clients, including frequency and benchmark tracking. More importantly, it includes the possible reasons for adjusting or altering the IPS based on the client's changing circumstances as well as changing market and macroeconomic conditions. It also includes the reasons not to change the IPS(i.e. short-term market fluctuations). Finally, the IPS establishes a systematic review process that enables advisors and their clients to stay focused on the long-term objectives, even as the market gyrates wildly in the short term.

Josh B., California.
"StratiFi's Investment Policy Statement tool makes generating and using an IPS super easy. The platform makes standardization AND customization extremely efficient and saves me and my clients a lot of time.” - Josh B., California

Investment Policy Statement

The purpose of an Investment Policy Statement is to document an investment strategy to use as a guide for consistent and informed decision-making. It serves as a roadmap for achieving an investor's investment objectives. More importantly, it can also keep investors from making costly mistakes in reaction to short-term events, reminding them to stay focused on their long-term objectives.

In addition to specifying goals, priorities, risk tolerance, and investment preferences, a well-conceived IPS contains guidelines for asset allocation targets, including the target allocation for main asset classes(i.e. stocks and bonds) and for sub-asset classes(i.e. global stocks by region).

An IPS also establishes monitoring and control procedures to be followed by advisors and clients, including frequency and benchmark tracking. More importantly, it includes the possible reasons for adjusting or altering the IPS based on the client's changing circumstances as well as changing market and macroeconomic conditions. It also includes the reasons not to change the IPS(i.e. short-term market fluctuations). Finally, the IPS establishes a systematic review process that enables advisors and their clients to stay focused on the long-term objectives, even as the market gyrates wildly in the short term.

Josh B., California.
"StratiFi's Investment Policy Statement tool makes generating and using an IPS super easy. The platform makes standardization AND customization extremely efficient and saves me and my clients a lot of time.” - Josh B., California
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