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Risk Management For Financial Advisors

StratiFi's simple web-based platform is an end to end solution designed to strengthen the bond between you and your clients. We aim to provide hedging tools for advisors with the necessary tools to be stronger stewards of client capital through turnkey access to customized option overlays and downside risk measures.

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  • Quantify hidden risk with a simple to understand scoring system
  • Create custom reports that demonstrate how our overlays can manage portfolio risk and increase portfolio longevity
  • Better meet your clients' needs by using PRISM reports to initiate proactive conversations around risk and downside risk measures
Get Started With PRISM Today
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Invest: Hedging Tools for Advisors

  • Implement customized overlay solutions designed to meet each and every client's unique set of needs
  • Confirm efficacy of risk management for financial advisors with evolved PRISM scores
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Manage Portfolio Risk

  • Spend more time focused on clients with our simple and intuitive investment portfolio management software experience
  • Increase your impact as a fiduciary by easily changing strategies to meet clients' evolving appetite for risk with our hedging tools for advisors
  • Benefit from automated PRISM scoring across your client base to find the clients most in need of risk management
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Report on Downside Risk Measures

  • Reaffirm the impact and value of risk reduction with customized white-labeled performance reports
  • Reinforce ongoing risk management for financial advisors using PRISM as a consistent reference for exposure to risk.
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Have a client that would benefit from StratiFi's finance advisory tools?
Sign up to receive a free portfolio analysis using our PRISM, our proprietary investment portfolio management software and risk identification tool for options overlay managers.

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