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Running PRISM on a Model Portfolio

It has been said that men are from Mars and women are from Venus or something like that. The same is often true of investors and advisors. They simply don’t speak the same language even when they think they are…

Upload Model CSV and Run PRISM

It’s important to understand what you own, and how what you own coalesces with each other. This gets down to simply understanding security tickers and their portfolio weightings. Once you know that – and compare it to a model –…

Matching a Client or Prospect to a Model Portfolio

An investor without a plan isn’t an investor. This is something all advisors know. Without plans, investors become speculators, or worse because they become those people in the market who are always off balance, always chasing the next big thing,…

Adding A Model Portfolio

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…