StratiFi
HQ Address
77 Geary Street, Suite 540, San Francisco, CA 94108, United States
Website Address
Business introduction
All-In-One Risk Platform For Advisors: Grow Revenue & Achieve Compliance
From Risk Tolerance and Investment Policy Statements to RegBI Compliance. Streamline everything in one powerful platform
StratiFi is a financial technology company empowering investment advisors to use powerful risk technology to get meaningful insights, better conversations, and more wins.
Our proprietary PRISM Rating technology empowers you to provide your prospects with insights about their portfolios — and specifically about their level and sources of risk — that their current advisors simply can't.
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.
StratiFi Solutions
PRISM Ratings™ for Financial Advisors
Prism StratiFi's PRISM risk technology uses proprietary algorithms to analyze thousands of securities to quantify a portfolio’s volatility, correlation, tail and concentrated stock risk into an easily understood score. We provide actionable insights so advisors can mitigate risk and better help clients. ...
business needs
view solutionPRISM Ratings™ for Individuals
Make time work for you, not against you Many investors hope that time will work for them, and not against them, but hope is not much of an investment strategy. If you are living off your investments, or hoping to, you must become a steward of time and risk. The alternatives......
