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Webinar: Leveraging Risk Analysis for Newbies

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

Join the free webinar now!

 See how top advisors deliver perfect proposals clients love in under 5 minutes, and much more!

Join us live at 9am PST / 10am MST / 11am CST / 12pm EST.

Build A Perfect Proposal That Secures 100% Assets Including Held-away

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Webinar: Leveraging Risk Analysis for Newbies

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

Meet The Hosts

Join our Key Accounts Manager, Karan Motreja,  and Customer Success Manager, Justin Jones.

Karan Motreja
Key Accounts Manager

Justin Jones
Customer Success Manager

Why StratiFi?

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.

Paul Donlon
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

Bob Veres
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.

Tito Pombra
President and Founder, Adviser Compliance Consulting