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Use the discount code STRATIFI30 during registration
per advisor / month
Access essential features for individual advisors:
- Unlimited prospects
- Up to 25 clients in held away account sync
- Unlimited model portfolios
- Clients and households
- Robust integrations
- Access to PRISM (in-depth risk factor analysis)
- Proposal generation
- White label
How can StratiFi help?
Educate clients and build trust, and see your business grow
Enlighten prospects about what they actually own
Design better portfolios and help clients improve long-term performance.
Win prospects, engage clients, andincrease revenue
Simple yet sophisticated risk analysis
StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them. Clients feel better equipped and more in control when the inevitable occurs and the portfolio experiences negative returns, making them more comfortable sticking to their plan. And in the end, that’s what is most important.1>