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.
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.
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.
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.
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