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Robertson Stephens uses StratiFi

StratiFi

Enlighten clients about risk, differentiate yourself and
build a more valuable practice

 

Enlighten prospects about
what they actually own

Design better portfolios and help clients improve long-term performance.

Win prospects, engage clients, and
increase revenue.

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Enlighten Prospects

 

Enhance Digital Experience

 

Measure Risk Reliably

 

Reduce Liability

 

Simple Yet Sophisticated

See how StratiFi can help you increase revenue, save money and elevate your practice.

Proposal Generation
Provide clients with an overview of investment objectives.
IPS
Document investment strategies for consistent & informed decison-making.
Consolidate Accounts
Review risk in held-away portfolios and provide holistic financial advice.

Complex Investments

Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.

Compliance review
Use PRISM to analyze portfolios and reduce compliance and investment risk.
Stress Testing
Help clients understand market volitility and impacts to their portfolios.