fbpx
2018 Industry Awards Winner 2018 Industry Awards Winner >

Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

StratiFi Technologies Inc

Share This Post

RiskTolGIF

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.

Schedule some time for training with us

Related Posts