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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 –…

PRISM Rating and Risk Tolerance Questionnaire

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…