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STRATiFi

STRATiFi empowers investment advisors to use sophisticated risk scoring technology to analyze and visualize risk on a simple 1 to 10 scale and see if the portfolio's risk truly aligns with the client's risk tolerance.

Our award-winning platform has been voted as the best risk-tolerance and client-profiling technology for financial advisors. Our scalable platform benefits wealth management firms and their financial advisors in 4 key ways:

  1. Implement a simple and repeatable process to close more prospects

  2. Standardize risk and proactively monitor it to lower investment stress

  3. Enhance surveillance of an advisor's business to improve compliance efficiency

  4. Scientifically assess investment suitability to reduce business risk

Email us at sales@stratifi.com
Book a demo here
Read about STRATiFi's awared wining risk technology
Explore our Knowledge Base
For more information, please visit www.stratifi.com

Email us at sales@stratifi.com
Book a demo here

 

For more information, please visit www.stratifi.com