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Robertson Stephens uses 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.

Hear Why Advisors Love Using StratiFi!

See what our customers are saying about us.

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.
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.