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Provide Wealth Managers, Financial Advisors, and Compliance Teams with in-depth risk analysis, efficient portfolio management tools, and compliance oversight.
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How It Works

Understand Risk Profile & Financial Capacity

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.

Analyze Investments &
Align Financial Plan

With StratiFi, advisors can easily import their clients' investment portfolios and gain a comprehensive understanding of their clients' investments and risk.

Compare the risk, return, fees, expense and performance of each investment to identify potential gaps or redundancies in the portfolio, and make informed recommendations to help clients align their investments with their overall financial plan.

Deliver a Branded
Proposal & IPS

The next step is to set up a template and help you customize it so your prospects are impressed with the output.

Then we'll generate your first StratiFi proposal which you can use in your next prospect meeting.

Never lose a prospect to a competitor again.

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How we can help you

Full Name

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How we can help you

Full Name

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How we can help you

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