An AI-powered Client Investment Workflow Hub for Fast Growing Wealth Management Firms to Streamline Everything From Investment Analysis and Proposals to Investment Agreements and Compliance.
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Use our behavioral science based questionnaire that is simple for clients to understand and determine their risk tolerance based on their willingness and ability
With StratiFi, advisors can easily import their clients' investment portfolios and gain a
comprehensive understanding of their clients' investments and risk.
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Compare the current vs proposed risk, return, fees, expense and more to identify
potential gaps or redundancies in the portfolio, and make informed recommendations.
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Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.
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Don't take our word for it. Trust our happy and growing customer base. Here's what they're saying about their experience.
StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.
Whether you need streamlined prospecting, better ways to educate clients on risk, or compliance, we have tools to make managing your day-to-day operations more efficient.
Provide clients with an overview of investment objectives.
Document investment strategies for consistent & informed decison-making.
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Understand your client’s risk tolerance and capacity to find a suitable portfolio.
Stocks, Bonds, ETFs, Mutual Funds, Alts, Real Estate, Crypto and more.
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Use PRISM to analyze portfolios and reduce compliance and investment risk.
Help clients understand market volitility and impacts to their portfolios.
Our platform integrates with a number of powerful tools to help advisors do everything from managing multiple portfolios to improving client relationships.
Redefining wealth technology landscape with innovative analytical tools, pioneering risk assessments, and robust compliance solutions for leading financial advisors
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Stay up to date with StratiFi news and announcement coverage.
Have more questions? We're here to help answers to some top questions from investors like you.
StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.
StratiFi is used by financial advisors and compliance officers. Financial advisors use StratiFi to educate prospects and clients to grow their practice. Compliance officers use StratiFi to monitor risk and reduce liability.
StratiFi’s PRISM technology provides Factor-based risk analysis
that is deep and robust. This allows you to distinguish between factors that increase upside
potential from factors that reduce downside risk. Our client profiling questionnaire evaluates both
risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to
meet their goals.
Our platform is sophisticated yet simple so you know what drives risk and
can explain it to clients.
StratiFi can handle almost any kind of investment including Alts
and SMAs.
The most common type of investments we support include Stocks, Bonds, ETFs, Mutual
Funds, Interval Funds, Real Estate, Alternatives, Options, Crypto and SMAs.
Yes, with carefully designed user experience and data
visualizations, our users find the platform very intuitive and start to use it
immediately.
StratiFi’s charts and graphs represent the financial data more effectively and
easily than any other software in the marketplace making it easier for advisors to communicate the
benefits to end clients.
Yes, StratiFi has most of the features that Riskalyze has and
more.
With StratiFi, firms can eliminate additional software expenses and empower advisors
to focus on the right risks with a modern risk management solution.
StratiFi brings the
entire practice together on one system to facilitate better decisions that increase revenue, save
money, reduce liability and improve ROI.
Firms can save up to 40% compared to their
current solution. Ask us about our specials.
StratiFi integrates with leading wealth technologies like
Blackdiamond, Orion, Circleblack, Addepar, Wealthbox, Redtail, Moneyguide and more.
We likely
connect to your custodian through our direct and partner integrations that gives us access to over
20,000 financial institutions.
Send us a message to check if we integrate with your tech
stack.
StratiFi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.
One of the ways StratiFi differentiates itself is by providing
our customers with exceptional service. We are committed to your success.
You will be
provided with a customer success specialist who will assist you with training and support to make
sure you see a positive ROI with StratiFi. In addition, you’ll have access to our Learning Center
that provides you with detailed video tutorials.
Yes, we use returns to assess risk by default. If you provide us with the returns, we will add them to the platform for you to use.
Yes, we do. Message us and we will set you up with our API docs and postman collection.
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