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Partner | Charles Schwab

StratiFi + Charles Schwab: Delivering Risk Analysis to RIAs

StratiFi will now bring its risk assessment tool to advisors on the Schwab Advisor Services custodial platform, helping them build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions.

Trusted by Leading Wealth Management Firms

How it works

Assess Client Risk Tolerance & Capacity For Financial Planning

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.

Integrate Accounts Seamlessly For Investment Analysis

Seamlessly integrate your clients, accounts and households into StratiFi from Schwab Advisor Center to proactively manage potential risks and ensure regulatory compliance for your clients.

We will help you with the setup to sync data between the systems so you can get a full picture of portfolio risk at the enterprise level.

Monitor Risk To Protect & Grow Your Practice

Our exceptions dashboard gives you automated alerts and detailed information so you can start collaborating more effectively with financial advisors and wealth managers.

Our team will guide you through the implementation process and help you generate your first exceptions report so you can provide regulators with concrete evidence of supervision.

1 + Billion
Cumulative $Assets Monitored
1 +
Portfolios Analyzed For Risk
1 +
Proposals & IPS Generated


Provide clients with an overview of investment objectives.


Document investment strategies for consistent & informed decison-making.


Understand your client’s risk tolerance and capacity to find a suitable portfolio.


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


Use PRISM to analyze portfolios and reduce compliance and investment risk.


Help clients understand market volitility and impacts to their portfolios.

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Interested In Learning More?

Build better portfolios and cultivate stronger client relationships with StratiFi & Schwab

“Across our platform, we’re seeing advisors embrace the benefits of integrated technology more than ever. We’re collaborating with fintech innovators like StratiFi so that, collectively, we can enable advisors to optimize their business and deliver a better experience for clients.”

— Kartik Srinivasan

Head of Third-Party Integrations,
Digital Advisor Solutions

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