How To Pinpoint Exactly How Much Risk High Net Worth Clients Have, Want, & Need in 2022
“Thanks to [StratiFi’s] powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!”
— Elizabeth Luna
Advisor in California
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See how top advisors deliver perfect proposals clients love in under 5 minutes, and much more!
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Build A Perfect Proposal That Secures 100% Assets Including Held-away
Simple, Sophisticated, and Affordable
In this product tour, you will learn to:
- Assess how much risk is sensible for your clients in under 5 minutes
- Generate branded, client-ready proposals in just a few clicks
- Profile your clients to meet your KYC compliance requirements
- Automatically monitor the drift between clients’ portfolios and investment objective
- Visually show clients how their portfolios behave in different market environments
StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable. By calculating essential risk exposures, StratiFi assists us in building portfolios with appropriate levels of risk for our clients.
— James Thatcher
Managing Director, Ingalls & Snyder
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Meet The Hosts
Join our Key Accounts Manager, Karan Motreja, and Customer Success Manager, Justin Jones.
Key Accounts Manager
Customer Success Manager
Demonstrating to my clients in a tangible, unbiased-fashion that there are ways to deliver desired returns while significantly reducing risk is of paramount importance. StratiFi’s PRISM rating allows me to accomplish this in a very hands-on manner. They have worked closely with me to properly quantify and rate many of the alternative methods I use. StratiFi is an integral part of my planning process.
Financial Advisor, Colorado
If the goal is to impress clients by visibly demonstrating a professional approach to building and managing portfolios, there is not a better tool on the market.
From the article, Risk Assessment on Steroids
Industry Commentator, Inside Information
Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi’s PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi’s solution to manage compliance and investment risk.
President and Founder, Adviser Compliance Consulting