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PRISM Rating and Risk Tolerance Questionnaire

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StratiFi’s PRISM Rating enables advisors to determine the risk tolerance of their clients, and to use that information, expressed in a simple one to 10 score, to battleproof clients and their portfolios. If clients, and advisors, don’t understand their own strengths and weaknesses, they face elevated risks and that can lead to uncertain outcomes. How? If the market tanks, or does the unexpected, clients are likely to panic and make the wrong decision. But if clients have already considered that outcome, and they have a plan and self knowledge, the right decision, and the proper action, is often made. Our technology is designed to help advisors protect clients from themselves and the market.

We always think of Sun Tzu, the Chinese philosopher-general, when we apply the powerful PRISM technology to portfolios.

“If you know the enemy and know yourself, you need not fear the result of a hundred battles,” Sun Tzu wrote in the Art of War.” If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.”

Unleash your inner Sun Tzu. Understand yourself. Define risk. It’s critical. We can help.