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Why Advisors Love Using StratiFi

Robertson Stephens uses StratiFi
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Enlighten clients about risk, differentiate yourself and
build a more valuable practice

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Enlighten Clients


Measure Risk Reliably


Enhance Digital Experience


Reduce Liability


Simple Yet Sophisticated

See how StratiFi can help you increase revenue, save money and elevate your practice.

Proposal Generation
Provide clients with an overview of investment objectives.
Document investment strategies for consistent & informed decison-making.
Consolidate Accounts
Review risk in held-away portfolios and provide holistic financial advice.

Complex Investments

Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.

Compliance review
Use PRISM to analyze portfolios and reduce compliance and investment risk.
Stress Testing
Help clients understand market volitility and impacts to their portfolios.
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