T3 All-star risk analysis platform

All-In-One Risk Platform for Advisors:
Grow Revenue & Achieve Compliance

From Risk Tolerance and Investment Policy Statements to RegBI Compliance.
Streamline everything in one powerful platform.

Get Started Free

Trusted by Leading Wealth Management Firms

How it Works

Get agreement on risk, build trust and demonstrate fiduciary responsibility in three simple steps

Risk Assessments

Use our behavioral science based questionnaire that is simple for clients to understand and determine their risk tolerance based on their willingness and ability

Investment Analysis

With StratiFi, advisors can easily import their clients' investment portfolios and gain a comprehensive understanding of their clients' investments and risk.

Regulatory Compliance

Compare the current vs proposed risk, return, fees, expense and more to identify potential gaps or redundancies in the portfolio, and make informed recommendations.

How it Works

Get agreement on risk, build trust and demonstrate fiduciary responsibility in three simple steps

Risk Assessments

Use our behavioral science based questionnaire that is simple for clients to understand and determine their risk tolerance based on their willingness and ability

Investment Analysis

With StratiFi, advisors can easily import their clients' investment portfolios and gain a comprehensive understanding of their clients' investments and risk.

Regulatory Compliance

Compare the current vs proposed risk, return, fees, expense and more to identify potential gaps or redundancies in the portfolio, and make informed recommendations.

How it Works

Get agreement on risk, build trust and demonstrate fiduciary responsibility in three simple steps

Risk
Assessments

Use our behavioral science based questionnaire that is simple for clients to understand and determine their risk tolerance based on their willingness and ability

Investment
Analysis

With StratiFi, advisors can easily import their clients' investment portfolios and gain a comprehensive understanding of their clients' investments and risk.

Regulatory
Compliance

Compare the current vs proposed risk, return, fees, expense and more to identify potential gaps or redundancies in the portfolio, and make informed recommendations.

WHY STRATIFI?

Hear from your peers

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage complianceand investment risk.

Tito Pombra
President and Founder, Adviser Compliance Consulting

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage complianceand investment risk.

Tito Pombra
President and Founder, Adviser Compliance Consulting

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage complianceand investment risk.

Tito Pombra
President and Founder, Adviser Compliance Consulting

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage complianceand investment risk.

Tito Pombra
President and Founder, Adviser Compliance Consulting

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage complianceand investment risk.

Tito Pombra
President and Founder, Adviser Compliance Consulting
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Icon - Elements Webflow Library - BRIX Templates

30+ Billion

Cumulative $Assets Monitored

120,000+

Portfolios Analyzed For Risk

10,000+

Proposals & IPS Generated

Solutions we offer

Increase revenue, engage clients, leverage in-depth portfolio analytics and automate compliance

Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.

Enable smarter client decisions inline with risk willingness & capacity

The award-winning tool to educate high net worth investors who greed in and panic out of themarket at the wrong times.

Build portfolios & illustrate investment insights that spur client action

Help prospects understand their total portfolio risk across their retirement, brokerage and alternative investments. Build portfolios with your core, strategic and tactical strategies to help clients achieve desired outcomes.

Generate investment proposals in seconds, not weeks

Save hours a week and stay consistent with your brand, maintain a professional image, and deliver effective presentations to your clients.

Automate proactive surveillance & simplify compliance oversight

Help wealth managers, financial advisors, and operations teams avoid mistakes, enhance business resilience, and achieve long-term success.

Solutions we offer

Increase revenue, engage clients, leverage in-depth portfolio analytics and automate compliance

Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.

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The award-winning tool to educate high net worth investors who greed in and panic out of themarket at the wrong times.
The award-winning tool to educate high net worth investors who greed in and panic out of themarket at the wrong times.
02
Build portfolios & illustrate investment insights that spur client action
Help prospects understand their total portfolio risk across their retirement, brokerage and alternative investments. Build portfolios with your core, strategic and tactical strategies to help clients achieve desired outcomes.
03
Generate investment proposals in seconds, not weeks
Save hours a week and stay consistent with your brand, maintain a professional image, and deliver effective presentations to your clients.
04
Automate proactive surveillance & simplify compliance oversight
Help wealth managers, financial advisors, and operations teams avoid mistakes, enhance business resilience, and achieve long-term success.
01
The award-winning tool to educate high net worth investors who greed in and panic out of themarket at the wrong times.
The award-winning tool to educate high net worth investors who greed in and panic out of themarket at the wrong times.
02
Build portfolios & illustrate investment insights that spur client action
Help prospects understand their total portfolio risk across their retirement, brokerage and alternative investments. Build portfolios with your core, strategic and tactical strategies to help clients achieve desired outcomes.
03
Generate investment proposals in seconds, not weeks
Save hours a week and stay consistent with your brand, maintain a professional image, and deliver effective presentations to your clients.
04
Automate proactive surveillance & simplify compliance oversight
Help wealth managers, financial advisors, and operations teams avoid mistakes, enhance business resilience, and achieve long-term success.

Why Advisors Love StratiFI

See what our customers are saying

Don't take our word for it. Trust our happy and growing customer base.
Here's what they're saying about their experience.

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Get started - it’s free to try

$50+ B

Cumulative $Assets Monitored

150,000+

Portfolios Analyzed For Risk

10,000+

Proposals & IPS Generated

"What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. This platform has revolutionized how I review risk."

Mike Trent

Advisor, Blueline FP

$50+ B

Cumulative $Assets Monitored

150,000+

Portfolios Analyzed For Risk

10,000+

Proposals & IPS Generated

"StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies."

Corey Franco, CFS®

President, NobleBridge Wealth Management

$50+ B

Cumulative $Assets Monitored

150,000+

Portfolios Analyzed For Risk

10,000+

Proposals & IPS Generated

"Every day in this industry presents a new challenge, but with StratiFi proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence."

Gail Murdoch

Certified Financial Planner, Cardinal Investment Group

$50+ B

Cumulative $Assets Monitored

150,000+

Portfolios Analyzed For Risk

10,000+

Proposals & IPS Generated

"We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients."

Matt Hollander

VP, Game Changer Wealth

$50+ B

Cumulative $Assets Monitored

150,000+

Portfolios Analyzed For Risk

10,000+

Proposals & IPS Generated

"StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients."

Deb DeTray

Advisor, DeTray Investment Group

Why Advisors Love StratiFI

See what our customers are saying

Don't take our word for it. Trust our happy and growing customer base. Here's what they're saying about their experience.

What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. This platform has revolutionized how I review risk.

Mike Trent

Advisor, Blueline FP

Every day in this industry presents a new challenge, but with StratiFi proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence.

Gail Murdoch

Certified Financial Planner, Cardinal Investment Group

We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients.

Matt Hollander

VP, Game Changer Wealth

StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.

Deb DeTray

Advisor, DeTray Investment Group

We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit

Kyle Wiggs

President and Founder, UX Wealth

StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.

Corey Franco, CFS®

President, NobleBridge Wealth Management

StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform.

Dean Barda

Wealth Management Advisor, Apple & Associates

StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable.StratiFi assists us in building portfolios for our clients.

James Thatcher

Managing Director, Ingalls & Snyder

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio.

Tito Pombra

Flow Financial Planning

StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them.

Jonathan Murdock

Financial Advisor Coastline Wealth Group

What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. This platform has revolutionized how I review risk.

Mike Trent

Advisor, Blueline FP

Every day in this industry presents a new challenge, but with StratiFi proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence.

Gail Murdoch

Certified Financial Planner, Cardinal Investment Group

We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients.

Matt Hollander

VP, Game Changer Wealth

StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.

Deb DeTray

Advisor, DeTray Investment Group

We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit

Kyle Wiggs

President and Founder, UX Wealth

StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.

Corey Franco, CFS®

President, NobleBridge Wealth Management

StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform.

Dean Barda

Wealth Management Advisor, Apple & Associates

StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable.StratiFi assists us in building portfolio.

James Thatcher

Managing Director, Ingalls & Snyder

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio.

Tito Pombra

Flow Financial Planning

StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them.

Jonathan Murdock

Financial Advisor Coastline Wealth Group

$50+ B

Cumulative $Assets Monitored

150,000+

Portfolios Analyzed For Risk

10,000+

Proposals & IPS Generated

SAVE TIME & MONEY WITH STRATIFI

Award-winning features for RIAs

Whether you need streamlined prospecting, better ways to educate clients on risk, or compliance, we have tools to make managing your day-to-day operations more efficient.

Proposal Generation

Provide clients with an overview of investment objectives.

IPS

Document investment strategies for consistent & informed decison-making.

Client Risk Profile

Understand your client’s risk tolerance and capacity to find a suitable portfolio.

Complex Investment

Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.

Compliance Review

Use PRISM to analyze portfolios and reduce compliance and investment risk.

Stress Testing

Help clients understand market volitility and impacts to their portfolios.

Seamless Integrations

Use it with your favorite tools

Our platform integrates with a number of powerful tools to help advisors do everything from managing multiple portfolios to improving client relationships.

Stay Informed with Our Latest Updates

News & Announcements

Stay up to date with StratiFi news and announcement coverage.

FAQ

Got questions? find answers!

Have more questions? We're here to help answers to some top questions from investors like you.

What is StratiFi?

StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.

Who uses StratiFi?

StratiFi is used by financial advisors and compliance officers. Financial advisors use StratiFi to educate prospects and clients to grow their practice. Compliance officers use StratiFi to monitor risk and reduce liability.

How is StratiFi different?

StratiFi’s PRISM technology provides Factor-based risk analysis that is deep and robust. This allows you to distinguish between factors that increase upside potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals.

Our platform is sophisticated yet simple so you know what drives risk and can explain it to clients.

What type of investments does StratiFi support?

StratiFi can handle almost any kind of investment including Alts and SMAs.

The most common type of investments we support include Stocks, Bonds, ETFs, Mutual Funds, Interval Funds, Real Estate, Alternatives, Options, Crypto and SMAs.

Is StratiFi easy to use?

Yes, with carefully designed user experience and data visualizations, our users find the platform very intuitive and start to use it immediately.

StratiFi’s charts and graphs represent the financial data more effectively and easily than any other software in the marketplace making it easier for advisors to communicate the benefits to end clients.

Does StratiFi have similar features as Riskalyze?

Yes, StratiFi has most of the features that Riskalyze has and more.

With StratiFi, firms can eliminate additional software expenses and empower advisors to focus on the right risks with a modern risk management solution.

StratiFi brings the entire practice together on one system to facilitate better decisions that increase revenue, save money, reduce liability and improve ROI.

Firms can save up to 40% compared to their current solution. Ask us about our specials.

Does StratiFi connect to my CRM, custodian or reporting software?

StratiFi integrates with leading wealth technologies like Blackdiamond, Orion, Circleblack, Addepar, Wealthbox, Redtail, Moneyguide and more.

We likely connect to your custodian through our direct and partner integrations that gives us access to over 20,000 financial institutions.

Send us a message to check if we integrate with your tech stack.

What StratiFi features are better than Riskalyze?

StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.

What kind of support and training will I get?

One of the ways StratiFi differentiates itself is by providing our customers with exceptional service. We are committed to your success.

You will be provided with a customer success specialist who will assist you with training and support to make sure you see a positive ROI with StratiFi. In addition, you’ll have access to our Learning Center that provides you with detailed video tutorials.

Can I provide returns for my tactical strategies?

Yes, we use returns to assess risk by default. If you provide us with the returns, we will add them to the platform for you to use.

Do you have an API?

Yes, we do. Message us and we will set you up with our API docs and postman collection.

Switch to StratiFi today to
grow your practice.