StratiFi is a provider of a cloud-based portfolio risk management platform designed to provide enhanced investment outcomes. The company's platform manages portfolio risk in real-time with customized option overlay strategies by leveraging machine learning, data science and automation, enabling investment advisors and wealth managers to manage their portfolios.
StratiFi believes in evaluating risks before chasing returns as a sound way to make strategic decisions with long-term finances. They are working to build the technology and analytics to evaluate and quantify hidden risks in portfolios and make investing safer, more reliable, and less volatile.
StratiFi's PRISM works by having clients complete a target-risk assessment questionnaire aimed at revealing their true investment personality, rather than their stated personality. StratiFi then analyzes a client's portfolio with the PRISM financial risk management software to reveal any risks. The software then works to generate a portfolio score to be compared to the client's target score. PRISM works to save advisors and clients time through automation.
Through StratiFi's PRISM, advisors are able to show prospects how they may be impacted by volatility and tail risk helps. This in turn works to help build advisors trust with their clients and their overall relationship.
Other features of StratiFi's investment advisor software includes volatility risk, diversification risk, concentrated stock risk score and tail risk.
StratiFi Wins 2018 Award For Best Risk Tolerance / Client Profiling Technology
Founder and CEO
Documentaries, videos and podcasts
Why we started StratiFi
March 20, 2019