Showcase Your Investment Expertise To Impress Prospects

Showcase Your Investment Expertise To Impress Prospects

Build portfolios with your core, strategic and tactical strategies, plug in your prospects accounts & generate personalized proposals. It’s that simple.

Trusted by Leading Wealth Management Firms

How it Works

Help clients visualize the impact of your expertise & create engaging presentations

Create Model Portfolios Allocation for Different Scores

Send us your models and some information about your contact at the asset manager and we will take it from here.

Then, we'll work with the asset manager to create the strategies inside of StratiFi for you to use. Once the strategies have been created, we will help you compare risk, return, asset classifications, fees and more in a matter of seconds.

Assess the Risk of Your Prospects Accounts

From there, utilize StratiFi's Risk Tolerance Questionnaire to understand your client's Tolerance & Financial Capacity for risk.

After you've identified your client's Risk Tolerance, you'll want to analyze their existing portfolio to understand whether they're in line with their objectives. Simply upload your clients investment statements to the platform & begin analyzing their portfolio in seconds.

Create a Proposal & Win New Clients

The next step is to set up a template and help you customize it so your prospects are impressed with the output.

Then we'll generate your first StratiFi proposal which you can use in your next prospect meeting.

Never lose a prospect to a competitor again.

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.
Reduce Investing Stress
Reduce Investing Stress
Reduce Investing Stress
Reduce Investing Stress

Strategic Harmony

Personalized proposals that tell your story

Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.

Easily illustrate risk based on returns

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.

Show how your tactical strategies outperform in stressed environments  

Assess portfolio performance by stress testing in different market conditions to ensure stability.By stress testing a portfolio in various market conditions, you can assess its performance and identify potential areas of weakness. This analysis helps ensure that the portfolio is designed to withstand market fluctuations, and that the client's investments remain stable over the long term.

StratiFi offers an efficient tool for portfolio adjustments.

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.

Understand both the risk tolerance & capacity of your clients

Easily & accurately assess your clients Risk Tolerance & Financial Capacity with StratiFi's Risk Tolerance Questionnaire.By leveraging StratiFi, advisors can gain a deeper understanding of their clients' investment preferences and identify potential risks before they become problematic. With this information, advisors can create tailored investment strategies that balance risk and return to help their clients meet their financial goals.

Personalize the output and save time with templates

By creating templates to present investment changes, you are not only saving time; but you are ensuring a personalized output that is on brand.Creating templates will allow you to save hours a week and let you stay consistent with your brand, maintain a professional image, and deliver effective presentations to your clients.

StratiFi offers an efficient tool for portfolio adjustments.

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.

Industry Echoes

See what your peers are saying

Revolutionize your clients' investment approach with smarter analytics and empower them to make informed decisions for long term success

What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. This platform has revolutionized how I review risk.

Mike Trent

Advisor, Blueline FP

Every day in this industry presents a new challenge, but with StratiFi proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence.

Gail Murdoch

Certified Financial Planner

We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients.

Matt Hollander

VP, Game Changer Wealth

StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.

Deb DeTray

Advisor, DeTray Investment

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.

Dean Barda

Wealth Management Advisor

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.

Tito Pombra

President Adviser Compliance

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.

Corey Franco

President, Noble Bridge   

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.

Patricia Passon, CFP®

Encompass Financial Advisors,
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