Love the software! Karan has been great, he's VERY helpful!

StratiFi is an essential risk management tool for any Registered Investment Advisor (RIA). It allows advisors to guide clients through a live risk profiling process. During this process, the advisor can inform the client if their risk tolerance is higher or lower than the risk level of their combined investments. This information empowers the advisor to recommend modifications to the client’s investments to align their overall risk level with their risk tolerance, especially if there is a drift of more than 2%. This approach transforms the process of capturing client risk tolerance from a mere formality into a substantial conversation. The outcome is a precise correlation between the risk a client is willing to take and the appropriate investment mix to match that risk level. StratiFi is not limited to bond and equity portfolios. It also allows the inclusion of annuity accounts to provide a more accurate reflection of a client’s overall investment risk position. Additional features include the ability to display a client’s risk profile history, which is beneficial for ongoing review meetings. It also allows the addition of risk mitigation notes to explain why a client’s risk tolerance score might be lower than their collective investment risk score at a particular point in time. Another significant benefit of StratiFi is the comprehensive one-on-one training it provides. This ensures a quicker adoption and usage of StratiFi. Karan, a highly knowledgeable and effective trainer, understands both StratiFi and how RIAs can use it effectively.

StratiFi has been great for our firm, increasing AUM by $5 Million since we’ve started. The support from their team has been incredible, implementing changes with prompt responses and being very receptive to feedback. Notably, the software’s ease of use and its efficient proposal generation process stand out. For advisors in search of an effective proposal tool to help them win business, I highly recommend StratiFi!

We've been able to close about $5 million in assets in the last month by very clearly showing risk and reward type of scenarios. StratiFi has definitely helped us close quite a few clients.

StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable. By calculating essential risk exposures, StratiFi assists us in building portfolios.

What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights. StratiFi's platform has revolutionized how I review risk with clients.

StratiFi's incredible, investment proposal software, integrated with iQuantPro's quantitative investment analytics software, has made investment management fun again! StratiFi's commitment to excellence, innovation and customer service is beyond world class! I highly recommend StratiFi.

Using Stratifi and working with their team has been an absolute pleasure. A major difference that sets them apart from other risk analysis products is their ability to listen to advisors and quickly implement product enhancements. Their robust software is intuitive and continually gets better.

StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.

StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform.

Every day in this industry presents a new challenge, but with StratiFi's proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence.

StratiFi is an important partner for us to manage the risks present in client portfolios beyond just traditional volatility and more importantly helping us discuss those risks with clients in a way that makes sense to them.

I spent a fair amount of time really building out a combination of infrastructure and advice for larger organizations. StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors.

I realized that from a compliance and understanding the client standpoint I needed something for risk profiling. I settled on StratiFi because it seemed to be more rigorous in terms of the analytical aspect and could stand up to compliance questioning.

We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit.

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio.

StratiFi cements the relationship aspects of the advisor/client interface and, correctly, accounts for the learning about actual risk and the consequent changes in what level of risk a client will or will not accept … or will seek.

StratiFi allows our advisors to effectively aggregate risk across accounts to provide a robust framework for the investment discussion. The digitization of the client risk assessment and the automation of the Investment Policy Statement (IPS) create a highly impactful and engaging discussion.

After working with the StratiFi team I definitely went on board in terms of implementation. Ever since the financial crisis of 2008, there’s been a slow proliferation of cloud-based software being offered to wealth management firms but nothing comes close to StratiFi's sophisticated, robust, and intuitive technology.

Understanding risk is an important part of a client’s intelligent financial life. The synchronization of clients’ risk scores across platforms enhances the planning experience by eliminating redundancy and providing more precise results.

StratiFi’s more nuanced approach to risk creates an ideal partnership opportunity as CircleBlack can represent those insights at the most effective point of impact for advisors and investors.

The Wealthbox team is thrilled to add StratiFi to our ecosystem as a risk management solution. The StratiFi platform is an excellent fit with Wealthbox for our mutual advisor customers to help them make their clients successful.

Our beliefs is that advisors require a streamlined and thoughtful approach when they communicate internally as well as with the investors. It’s a given that the appetite for risk differs for all investors depending on where they are in their financial lives.

StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that clients can make informed decisions, plan for their future and see it become a reality!

StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments.

StratiFi's Investment Policy Statement tool makes generating and using an IPS super easy. The platform makes standardization AND customization extremely efficient and saves me and my clients a lot of time.

Demonstrating to my clients in a tangible, unbiased-fashion that thereare ways to deliver desired returns while significantly reducing risk is ofparamount importance. StratiFi’s PRISM rating allows me to accomplish this in avery hands-on manner.

I’ve found the Drift feature helpful in keeping clients risk tolerance in line!

I truly feel that this software will be helpful, the drift function especially.

This software offers a lot of different functions that are helpful.

I like the investment proposal, compare, & analyze tools. Also the performance capability as well! Ultimately generating a proposal that also contains a risk assessment!

I appreciate the ease and adaptability of the software.

StratiFi provides a structured process that not only saves time but also allows us to help prospects and clients walk through an easy to comprehend risk analysis.

StratiFi is the perfect way to explain why you're recommending changes to a client's portfolio in a way that they can visually understand it.