|Do you know having both PRISM scores and Risk Tolerance scores allow advisors to leverage StratiFi’s powerful widgets to supercharge their compliance?
You can quickly spot which of your clients are out of your pre-defined “drift” range. Clicking into the specific drift exception will bring you directly to your client’s page. Then easily spot ways you can take action.
Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?
Simple, Robust, and Cost-effective.
How can you differentiate yourself, have a positive impact on your clients' financial lives, and build a valuable practice at the same time?See How StratiFi Can Help