Enable Smarter Client Decisions by Assessing Risk Willingness and Capacity

Enable Smarter Client Decisions by Assessing Risk Willingness and Capacity

The award-winning tool to educate high net worth investors who greed in and panic out of the
market at the wrong times.

Trusted by Leading Wealth Management Firms

How it Works

Three simple steps to
win prospects & impress clients

Risk Assessment

Asses risk tolerance & capacity to enlighten clients about their risk profile and investments.

Investment Analysis

Analyze investments, risk factors, yield, and expenses to help clients save money and improve odds of.

Portfolio Alignment

Align your clients, investments and compliance, around the long-term financial plan and reduce risk.

Stay AHEAD of the competition

Cutting edge research to help you improve how clients understand and communicate risk

Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.

StratiFi's PRISM™ Rating visualizes essential client data effortlessly.

Telling too much to clients in a difficult-to-understand way is like telling them nothing. StratiFi carefully hand-picks meaningful data and conveys it in a visual format for both advisors and clients leading to successful communication.

Efficiently adjust holdings and create portfolios that match risk profile.

Our user-friendly interface helps you compare portfolios against other models/benchmarks and edit the weight, while at the same time seeing the upside or downside risk for each position and each model.

StratiFi offers an efficient tool for portfolio adjustments.

Our user-friendly interface helps you compare portfolios against other models/benchmarks and edit the weight, while at the same time seeing the upside or downside risk for each position and each model.

Understand which clients need attention with our book level analytics

StratiFi’s solution is designed with maximum flexibility for report generation based on in-depth research of every use cases. Add customized sections, existing collaterals, switch the order of the sections, set up blended models and benchmarks, and control company-level format and language.

Integrate with your custodian, CRM, reporting system, financial planning software & more

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. View our partners to find out more.

StratiFi offers an efficient tool for portfolio adjustments.

Our user-friendly interface helps you compare portfolios against other models/benchmarks and edit the weight, while at the same time seeing the upside or downside risk for each position and each model.

Industry Echoes

See what your peers are saying

Revolutionize your clients' investment approach with smarter analytics and empower them to make informed decisions for long term success

StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform. For the money, it is hard to beat the value that StratiFi offers.

Dean Barda

Wealth Management Advisor
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Switch to StratiFi today to
grow your practice.

StratiFi Technologies Inc.