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.
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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.