Illustrate The Benefits Of Dynamic Risk Management To Clients

Build a more valuable practice and empower advisors to improve outcomes.

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.

Simple, Robust, and Cost-Effective

“StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable. By calculating essential risk exposures, StratiFi assists us in building portfolios with appropriate levels of risk for our clients.”

— James Thatcher, Managing Director, Ingalls & Snyder

We are at the beginning of a paradigm shift. With the volume of data now overwhelming even the best human minds, technology has come so far that we can now confidently leverage machine learning and artificial intelligence to pursue better investment outcomes for clients. We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit.

StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform. For the money, it is hard to beat the value that StratiFi offers.

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.

We're looking forward to making StratiFi Technologies an integral part of our business for our advisors and clients.

Why StratiFi?

Our proprietary PRISM Rating technology provides your prospects with insights about their portfolios that their current advisors simply can’t.

It’s a simple and elegant solution used by successful financial professionals to stay ahead.

Simple and elegant solution used by successful financial professionals to stay ahead

Assess Risk Based on Returns

StratiFi helps you stress-test exposure to risk and create better portfolios and outcomes.

Our simple yet sophisticated portfolio design and analysis platform quantifies risk on a 1-10 scale to help investment managers evaluate products, create models, and illustrate products, models, and portfolios vs competitors.

Easily Illustrate Risk and Return

StratiFi illustrates models and portfolios with risk-adjusted returns while capturing ratios that meet clients’ goals.

Upload and analyze historical index, model, and portfolio data in sales proposals to illustrate superior risk-adjusted returns and capture ratios vs the competition and benchmarks and help facilitate AUM growth.

Create Sales-Ready Proposals On The Spot

StratiFi’s digital wholesaling tool can be used during in-person or phone meetings to illustrate indexes, models, and products vs. competitors.

Our cloud-based platform and user-friendly interface is simple to use on-the-spot and helps clients easily understand the risk factors that drive long-term performance.

Reduce Investing Stress

Understand how clients' accounts would perform in different scenarios.

Easily understand previous market trends to gauge present and future scenarios.

Better Risk Insight

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

StratiFi is the only software with this key feature.

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.

Your Next Step…