Help wealth managers, financial advisors, and operations teams avoid mistakes, enhance business resilience, and achieve long-term success.
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Join our upcoming webinar to learn more about how StratiFi and Smartria can help you enhance your compliance consulting services.
Our experts will provide an overview of our integrated risk and compliance solutions, discuss best practices for implementation, and answer your questions about the partnership.
Seamlessly integrate your risk and compliance solutions to proactively manage potential risks and ensure regulatory compliance for your clients.
We will help you with the setup to sync data between the systems so you can get a full picture of portfolio risk at the enterprise level.
Our exceptions dashboard gives you automated alerts and detailed information so you can start collaborating more effectively with financial advisors and wealth managers.
Our team will guide you through the implementation process
Say goodbye to manual reviews.
Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.
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.
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.
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.
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.
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.
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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.
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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.
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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