Build portfolios with your core, strategic and tactical strategies, plug in your prospects accounts & generate personalized proposals. It’s that simple.
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Send us your models and some information about your contact at the asset manager and we will take it from here.
Then, we'll work with the asset manager to create the strategies inside of StratiFi for you to use. Once the strategies have been created, we will help you compare risk, return, asset classifications, fees and more in a matter of seconds.
From there, utilize StratiFi's Risk Tolerance Questionnaire to understand your client's Tolerance & Financial Capacity for risk.
After you've identified your client's Risk Tolerance, you'll want to analyze their existing portfolio to understand whether they're in line with their objectives. Simply upload your clients investment statements to the platform & begin analyzing their portfolio in seconds.
The next step is to set up a template and help you customize it so your prospects are impressed with the output.
Then we'll generate your first StratiFi proposal which you can use in your next prospect meeting.
Never lose a prospect to a competitor again.
Align client and investment goals with StratiFi's PRISM ratings, enhancing your business positively.
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Revolutionize your clients' investment approach with smarter analytics and empower them to make informed decisions for long term success
What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. This platform has revolutionized how I review risk.
Every day in this industry presents a new challenge, but with StratiFi proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence.
We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients.
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.
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.
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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.
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I spent a fair amount of time really building out a combination of infrastructure and advice for larger organizations. StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors.
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.
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