STRATiFi

Our PRISM Ratings™ system scores portfolios on a 1 to 10 scale and helps advisors understand if the risks truly align with investment objectives and risk tolerance of their clients while reducing regulatory compliance mandates. Our risk scoring technology provides advisors with a rolled-up score based on their book of business, giving them more insight into the risks in their clients’ portfolios and their own business.

WealthManagement.com voted StratiFi’s platform as the best risk-tolerance and client-profiling technology for financial advisors.

PRODUCT NAME:

PRISM Ratings Technology

Product type:

Portfolio Management Tool | Investment Analytics Tool | Risk Tolerance Assessment Tool | Client Data Gathering Tool | Compliance Solutions

INTEGRATION:

All major custodians, Quovo, ByAllAccounts, Rebalancing systems, CRMs, and more to follow.

PRICING:

Not publicly disclosed.

FREE TRIAL AVAILABLE?:

No.

CREATED BY:

STRATiFi

COMPANY ABOUT US:

StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Our online platform gives investment advisors access to sophisticated risk management technology normally only accessible by the largest institutions.

CONTACT:

E-mail: sales@stratifi.com

(415) 548-6421

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