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Understanding & Using The Advisor Dashboard

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StratiFi’s PRISM dashboard gives advisors the type of tools that corporate executives use to manage complex businesses. By creating a series of graphic displays similar to those used by fighter pilots, advisors can quickly and accurately measure what most matters within their business. The PRISM dashboard displays multiple levels of portfolio risk and compares and contrasts that information with investor risk tolerance, style and risk drift, and it can even identify operational gaps in advisor books, including accounts that are missing risk tolerance scores that are becoming a critical factor in compliance reviews. Everyone knows that what gets measured gets done, and if you’re not measuring your accounts you’re not getting as much done as you could or should. Let StratiFi be your force multiplier.