Enable Smarter Client Decisions By Assessing
Risk Willingness And Capacity

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

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

Three simple steps to
win prospects & impress clients

Risk Assessment

Asses risk tolerance & capacity to enlighten clients about their risk profile and investments.

Investment Analysis

Analyze investments, risk factors, yield, and expenses to help clients save money and improve odds of.

Portfolio Alignment

Align your clients, investments and compliance, around the long-term financial plan and reduce risk.

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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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.
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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.
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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.
Explore More

Automate proactive surveillance & simplify compliance oversight

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

Cutting edge research to help you improve how clients understand and communicate risk

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.
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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.
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StratiFi's PRISM™ Rating visualizes essential client data effortlessly.
Telling too much to clients in a difficult-to-understand way is like telling them nothing. StratiFi carefully hand-picks meaningful data and conveys it in a visual format for both advisors and clients leading to successful communication.
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Efficiently adjust holdings and create portfolios that match risk profile.
Our user-friendly interface helps you compare portfolios against other models/benchmarks and edit the weight, while at the same time seeing the upside or downside risk for each position and each model.
03
Understand which clients need attention with our book level analytics
StratiFi’s solution is designed with maximum flexibility for report generation based on in-depth research of every use cases. Add customized sections, existing collaterals, switch the order of the sections, set up blended models and benchmarks, and control company-level format and language.
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Integrate with your custodian, CRM, reporting system, financial planning software & more
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. View our partners to find out more.

Industry Echoes

See what your peers are saying

Revolutionize your clients' investment approach with smarter analytics and empower them to make informed decisions for long term success

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.
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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.
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Gail Murdoch

Certified Financial Planner

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.
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Deb DeTray

Advisor, DeTray Investment

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. For the money, it is hard to beat the value that StratiFi offers.

Dean Barda

Wealth Management Advisor

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.

Tito Pombra

President Adviser Compliance

I spent a fair amount of time really building out a combination of infrastructure and advice for larger organizations. StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors.

Corey Franco

President, Noble Bridge   

I realized that from a compliance and understanding the client standpoint I needed something for risk profiling. I settled on StratiFi because it seemed to be more rigorous in terms of the analytical aspect and could stand up to compliance questioning.
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Patricia Passon, CFP®

Encompass Financial Advisors,
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