Untitled-1home_ico_1Untitled-1home_invest_icosettings-icon-61501Untitled-1Untitled-1 Untitled-3Untitled-3TAX

Risk Management That Works

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 advisors with the necessary tools to be stronger stewards of client capital through turnkey access to customized option overlays.

Watch demo
solutions_hero Try StratiFi Try StratiFi
whatisoption_chart1
  • Quantify hidden risk with a simple to understand scoring system
  • Create custom reports that demonstrate how our overlays can manage risk and increase portfolio longevity
  • Better meet your clients' needs by using PRISM reports to initiate proactive conversations around risk and risk management
Get Started with PRISM Today
whatisoption_chart1

Invest

  • Implement customized overlay solutions designed to meet each and every client's unique set of needs
  • Confirm efficacy of risk management with evolved PRISM scores
whatisoption_chart1

Manage

  • Spend more time focused on clients with our simple and intuitive investment management experience
  • Increase your impact as a fiduciary by easily changing strategies to meet clients' evolving appetite for risk
  • Benefit from automated PRISM scoring across your client base to find the clients most in need of risk management
whatisoption_chart1

Report

  • Reaffirm the impact and value of risk reduction with customized white-labeled performance reports
  • Reinforce ongoing risk management using PRISM as a consistent reference for exposure to risk.
whatisoption_chart1

Have a client that would benefit from StratiFi?
Sign up to receive a free portfolio analysis using our PRISM, our proprietary risk identification tool.

Grow your Business in Uncertain Times.

Try StratiFi Today Try StratiFi Today