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StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Its online platform gives investment advisors access to sophisticated risk management technology normally only accessible by the largest institutions.
StraiFi’s PRISM Ratings™ 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, so they can pick the risks they want to take.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.