stratifi is a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success. financial advisors use stratifi to educate prospects and clients to grow their practice. stratifi’s prism technology provides factor-based risk analysis that is deep and robust. our client profiling questionnaire evaluates both risk tolerance and financial capacity to help you identify a suitable portfolio for your clients to meet their goals. yes, with carefully designed user experience and data visualizations, our users find the platform very intuitive and start to use it immediately. with stratifi, firms can eliminate additional software expenses and empower advisors to focus on the right risks with a modern risk management solution.
we likely connect to your custodian through our direct and partner integrations that gives us access to over 20,000 financial institutions. prism is a deep and accurate investment risk analysis engine that helps advisors understand which sources of risk drive performance on the upside and on the downside. stratifi provides a sequence of returns risk analysis that is essential for advisors working with retirees so they can explain to them not only their asset allocation but also their risk. clients can finally understand how their advisor can help them reduce downside risk and increase upside potential to achieve their desired outcome. our compliance and oversight functionality enables firms to easily find exceptions and act quickly to protect themselves from lawsuits that at times can cost millions of dollars in fines. you will be provided with a customer success specialist who will assist you with training and support to make sure you see a positive roi with stratifi. yes, we use returns to assess risk by default.
• software for financial advisors plays a critical role in the current advisory landscape and the way clients approach their investment decisions. we can do the same for every account in an advisor’s practice to provide advisors with a risk score for their entire business. we can do the same for every account in an advisor’s practice to provide advisors with a risk score for their entire business. our software allows advisors to understand how to manage financial risk and review those held-away portfolios in the interest of generating a holistic financial risk analysis review.
this added level of review and analysis helps keep a firm’s leadership ahead of the risk curve and adds an important tool to their management dashboard. the purpose of an investment policy statement is to document an investment strategy to use as a guide for consistent and informed decision-making. the purpose of an investment policy statement is to document an investment strategy to use as a guide for consistent and informed decision-making. in addition to specifying goals, priorities, risk tolerance, and investment preferences, a well-conceived ips contains guidelines for asset allocation targets, including the target allocation for main asset classes(i.e. finally, the ips establishes a systematic review process that enables advisors and their clients to stay focused on the long-term objectives, even as the market gyrates wildly in the short term.
compare financial risk management software ; riskalyze (43)4.1 out of 5 ; hiddenlevers (35)4.5 out of 5 ; factset portfolio & risk analytics (10)4.5 out of 5. stratifi’s provides best risk analysis software, driven by the deep desire of helping advisors and investors to navigate, and quantify hidden risks. stratifi technogies inc. offers financial planning software for advisors to simplify your job by tracking retirement readiness of your client risk of it., financial risk management software, financial risk management software, risk pro software, portfolio risk management software, tolerisk vs riskalyze.
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