Pricing to Fit your Unique Needs

Fuel Your Growth With
Unlimited Users

Best Price


Risk analysis for portfolios and prospects for solo advisors


per year(1 annual payment)

Get Started Free


Risk Tolerance Questionnaire

Includes 150 accounts

Unlimited Support Licenses

Includes 10 model portfolios

Embed Calendar Link For Meetings


Best Value


Essential features for financial advisory teams


per year(1 annual payment)

Book a Demo

Lite Features Plus:

Includes 500 accounts

Unlimited Advisor Licenses


Model Portfolios

Investment Proposals

Branding & White label Reports

Best Result



Modern technology for industry-leading firms


per year(1 annual payment)

Book a Demo

Essential Features Plus:

Includes 1000 accounts

Held-away account sync

IPS templates

Business analytics

Team communication

Report Customization

Best Customizations


Full risk management suite for enterprise firms


per year(1 annual payment)

Contact Sales

Premium Features Plus:

Includes 3000 accounts

Compliance Training

Advisor Coaching

Investment Support

Data Migration

Weekly Email Summaries

* All plans are annual subscriptions. Additional account packs can be added to any plan.

Expanded features for growing businesses

Features Included With Each Plan

Ideal for businesses looking to enhance their capabilities.






Advisor Licenses included




Call for detail

Support Licenses included



Call for detail

Accounts Included

500 (account packs available)

750 (account packs available)

3000 (account packs available)

Prospects Included




Model Portfolios Included




Risk Tolerance Questionnaire

Financial Capacity Questionnaire

Risk Tolerance Widget

PRISM: In-Depth Risk Factor Analysis

Compare Portfolios

Topics To Discuss

Embed Calendar Link For Meetings

Held Away Account Sync

Up to 25 clients



Investment Proposals

Clients & Households


Investment Policy Statements (IPS)

Advisor Training


IPS & Proposal Templates

Business Analytics

Digital Signature Workflow

Add Multiple Signature Boxes

Attach Custom Content

Client Check-In

Team Communication

Bulk Edit & Update Model Portfolios

Yield & Expense Analysis Customizations

Report Cover Customization

RTQ Customization

Compliance Pack

Compliance Training

Weekly Email Summary

Data Migration

Investment Support

Advisor Coaching

Enterprise Customizations

Trusted by Leading Wealth Management Firms


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.

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.

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

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

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.

Patricia Passon, CFP®

Encompass Financial Advisors,
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