View Business Profile

PRISM Ratings™ for Financial Advisors

Relevant Regions

Website Address

www.stratifi.com

Connect with StratiFi
Solution introduction

Discover, evaluate, and quantify hidden risks effortlessly

tratiFi’s PRISM Ratings™ risk technology can enable advisors to help ensure clients feel in control of their financial destiny

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.

image of StratiFi’s risk managements for financial advisors reporting tool

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.