StratiFi

The page explains how tail risk can obscure portfolio fragility during market shocks and why standard diversification metrics may fail to assess it.

Risk, compliance, operations and practice management insights for RIAs and broker-dealers — from the StratiFi team and industry contributors.

The page discusses documenting concentrated stock risk and diversification conversations, including analysis for inherited positions and client conviction.

The page discusses why advisors may misunderstand portfolio risk and how modern analysis can help manage concentrated stock positions without selling them.

StratiFi pricing for RIAs. Transparent plans for solo advisors, growing firms, and enterprise broker-dealers. Includes risk, IPS, and compliance modules.

AI wealth management platform for RIAs. Replace 15+ disconnected tools with one — risk, proposals, IPS, compliance, and document extraction in one place.

StratiFi’s terms and conditions cover use of its website, software, and services, including acceptable use, intellectual property, liability, and dispute terms.

StratiFi reports a record growth year, more than than doubling its client count over twelve months. The company says it supervises risk across more than 130,000 accounts for wealth management firms.

Jan 2024 · PR NewswireNews article

Smartria and StratiFi announce an integration partnership that gives Smartria users integrated risk management for employees and client portfolios. StratiFi develops PRISM rating technology, described in the headline as award-winning.

Sep 2022 · StratiFiNews article

BridgeFT and StratiFi announce a partnership and integration designed to give advisors a holistic view of client wealth and total risk. The offering brings the two companies together around a consolidated perspective on clients’ wealth and total risk for advisors.

Jun 2022 · PR NewswireNews article

Envestnet MoneyGuide and StratiFi announce an integration partnership that brings PRISM risk analysis into MoneyGuide financial planning software. The partnership is aimed at empowering more advisors.

Jul 2021 · EnvestnetNews article