StratiFi's robust risk technology, investment policy statements, and client-friendly proposals are here to help you elevate your business to the next level.
StratiFi Is Trusted By Top Financial Advisors To Grow A More Valuable Practice
StratiFi Is The Simple and elegant Risk solution used by successful financial Advisors to stay ahead
Win prospects, engage clients, and increase revenue
Design better portfolios and help clients improve long-term performance
Standardize risk management, enhance oversight, and improve compliance
"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
"I realized that from a compliance and understanding the client standpoint I needed something for risk profiling. I settled on StratiFi because it seemed to be more rigorous in terms of the analytical aspect and could stand up to compliance questioning."
Not to worry! Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
First Class Support
We guarantee that Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
Have Multiple Opt-In Contact List?
No problem at all! Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
Your Goals, Met. And Exceeded.
Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
Our Exclusive PRISM Rating Tech
Our proprietary PRISM Rating technology empowers you to provide your prospects with insights about their portfolios that their current advisors simply can’t.
Meaningful insights means better conversations and more wins!
Reports That Clients Love
You can quickly run risk profile assessments, aggregate accounts and compare portfolios under different scenarios to help clients make critical financial decisions.
Enlighten your clients about what they actually own, give them a honest picture of their true risk and guide them toward a portfolio that is better for them.
Complete Risk Analysis System
Many softwares use volatility as the only measure of risk, which works in an ideal world but fails empirically in the real world as it is incomplete and can be misleading. So our software also includes other important factors like tail-events, sequence of returns, concentration and single stock risk that have been shown to have a more significant impact on long-term investment outcome.
"StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments. Showing prospects how they may be impacted by volatility and tail risk elevates my relationship and helps me earn their trust. The technology platform saves me time by automating the compliance oversight of my peers and junior advisors. StratiFi has helped me streamline my business and grow my client base."
Dave Lewis
California
"StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its 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”
If These Situations Sound Familiar, StratiFi Can Help
• You're struggling to differentiate yourself from other financial advisors and clearly show potential clients why you are the right choice
• You already have a client, but then the market gets turbulent and you need to help them through the difficult period
• You're working with a couple who have different personalities and you're unsure how to deal with each of them without getting stuck
• You have a client who is later in life but doesn't have the wealth they need and is coming for guidance
How Does StratiFi Work? Intuitively.
Discuss financial risks with clients just like financial goals.
Understand client risk profile and educate clients on their overall risk
Analyze risk attribution to evaluate potential recommendations
Compare and analyze changes to portfolios
Evaluate risk, reward and costs for multiple options
Design better portfolios, take asymmetric risks, and improve outcomes.
Show household, client, and account level risk
Show impact of fees on performance
Show changes in expenses
Stress test Current vs. Proposed Portfolio
Impress clients, save time, and work more efficiently
Generate Proposals and IPS on the fly
Make recommendations based on account type
Set up compliance-approved templates
Centrally control proposal disclosures and IPS
Don't Have HTML Experience?
Not to worry! Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
First Class Support
We guarantee that Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
Have Multiple Opt-In Contact List?
No problem at all! Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
Your Goals, Met. And Exceeded.
Wes Anderson Portland keffiyeh Schlitz cred. American Apparel synth twee, keffiyeh post-ironic Banksy craft beer...
StratiFi cements the relationship aspects of the advisor/client interface and, correctly, accounts for the learning about actual risk and the consequent changes in what level of risk a client will or will not accept ... or will seek. I've seen that learning and that change happen countless times.
Tim Kochis -- CEO
Kochis Global
"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.”
StratiFi Integrates Seamlessly With Your Tech Stack
Our platform integrates a number of powerful tools to help advisors do everything from managing multiple portfolios to improving client relationships.
"We are at the beginning of a paradigm shift. With the volume of data now overwhelming even the best human minds, technology has come so far that we can now confidently leverage machine learning and artificial intelligence to pursue better investment outcomes for clients. We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit."
Kyle Wiggs, Co-Founder and CEO
UX Wealth Partners
Elevate Your Practice Now With StratiFi
Our Professional plan gives you all the essential features you need as an individual financial advisor. The plan includes:
Get Started Today With This Limited Time Offer
Regular Pricing: $249/mo
Switch to StratiFi now to save 40% on your subscription!
Get Started With StratiFi For Just $149 / month (per user)
StratiFi is the game-changer that will put your practice safely on the fast track toward exponential growth and give you the peace of mind to sleep well at night.
