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Adding A Model Portfolio

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When it comes to investing, it all begins with positions and portfolios.
This is the cornerstone of StratiFi’s PRISM technology and the essence of a powerful tool that helps advisors drive sales, reduce compliance burdens, perform sophisticated risk analysis and so much more.

Think of StratiFi’s PRISM Technology like a smartphone that was specially created for advisors and loaded with “apps.” In this video, we show you how to quickly and easily create a model portfolio so that you can see the risk analysis summary, and create a report to share with clients and prospects. The process is so simple, fast, customizable, repeatable and powerful that you’ll wonder how you ever lived without StratiFi.