StratiFi
StratiFi is an AI-powered Client Investment Workflow Hub designed for fast-growing wealth management firms. It streamlines the entire client investment journey, from initial assessment and investment analysis to proposals, IPS creation, and ongoing compliance supervision. The platform aims to simplify operations, reduce costs, and increase profits for wealth managers by replacing disparate tools with a connected product suite. StratiFi's PRISM ratings help align client and investment goals, enabling smarter client decisions based on risk willingness and capacity. The platform supports various investment types, including alternatives and SMAs, and integrates with leading wealth technologies. It boasts significant traction with over $50 billion in cumulative assets monitored, 150,000+ portfolios analyzed for risk, and 10,000+ proposals and IPS generated.
StratiFi
StratiFi is an AI-powered Client Investment Workflow Hub designed for fast-growing wealth management firms. It streamlines the entire client investment journey, from initial assessment and investment analysis to proposals, IPS creation, and ongoing compliance supervision. The platform aims to simplify operations, reduce costs, and increase profits for wealth managers by replacing disparate tools with a connected product suite. StratiFi's PRISM ratings help align client and investment goals, enabling smarter client decisions based on risk willingness and capacity. The platform supports various investment types, including alternatives and SMAs, and integrates with leading wealth technologies. It boasts significant traction with over $50 billion in cumulative assets monitored, 150,000+ portfolios analyzed for risk, and 10,000+ proposals and IPS generated.