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Fintech Integration Marketplace / Wealth Management / Risk Profiling

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STRATiFi

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.

Website

https://www.stratifi.com/

Contacts

info@stratifi.com

https://www.linkedin.com/company/stratifi/

https://twitter.com/StratiFi_Inc

StratiFi
  • Risk Analysis
  • Financial Planning
StratiFi

Companies that integrate with StratiF

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
#Rebalancing #Trading
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Morningstar
ByAllAccounts | Morningstar
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
#Account Aggregation
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning

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StratiFi

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