Generate Investment proposals in seconds.... not weeks.

Proactive Surveillance Simplified

First understand your client's risk tolerance AND capacity with our questionnaire. Then fill in your prospect's information and click generate. It's that fast.

Trusted by Leading Wealth Management Firms

How it Works

Create branded proposals that engage clients

Understand Risk Profile & Financial Capacity

Use our questionnaire to gather information about a client's investment goals, time horizon, income, expenses, assets, and liabilities.

Our system will analyze this data to help you understand their risk tolerance and financial capacity for investment analysis and financial planning.

Analyze Investments &
Align Financial Plan

With StratiFi, advisors can easily import their clients' investment portfolios and gain a comprehensive understanding of their clients' investments and risk.

Compare the risk, return, fees, expense and performance of each investment to identify potential gaps or redundancies in the portfolio.

Deliver a Branded
Proposal & IPS

The next step is to set up a template and help you customize it so your prospects are impressed with the output.

Then we'll generate your first StratiFi proposal which you can use in your next prospect meeting.

Never lose a prospect to a competitor again.

Why StratiFi?

Stop paying for expensive software that doesn’t deliver what you need, and discover a standardized approach that reduces compliance risk, increases production, and is recognized for outstanding customer success.

StratiFi makes it incredibly easy for advisors to educate clients and impress prospects with simple and robust portfolio risk analysis, client risk profiling, proposals, IPS, and more.
Reduce Investing Stress
Reduce Investing Stress
Reduce Investing Stress
Reduce Investing Stress

Strategic Harmony

Elevate your brand and tell your story

Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.

Compare your proposed allocation against their current investments

Compare new investment plans to current holdings and propose changes to achieve financial goals.To help clients achieve their financial goals, we will compare their current investments with a proposed plan and suggest changes when they are necessary. This analysis ensures that the investment strategy is aligned with the client's goals and risk tolerance.

Highlight savings in fees and expenses

Attract new prospects by highlighting the potential savings in fees and expenses from their proposed investment plan. By demonstrating how their plan can save clients money, advisors can differentiate themselves from competitors and increase the chances of securing new business.

StratiFi offers an efficient tool for portfolio adjustments.

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.

Stress test portfolios in various market environments

Assess portfolio performance by stress testing in different market conditions to ensure stability.By stress testing a portfolio in various market conditions, you can assess its performance and identify potential areas of weakness. This analysis helps ensure that the portfolio is designed to withstand market fluctuations, and that the client's investments remain stable over the long term.

Personalize the output and save time with templates

By creating templates to present investment changes, you are not only saving time; but you are ensuring a personalized output that is on brand.Creating templates will allow you to save hours a week and let you stay consistent with your brand, maintain a professional image, and deliver effective presentations to your clients.

StratiFi offers an efficient tool for portfolio adjustments.

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.

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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Switch to StratiFi today to
grow your practice.