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Stratifi

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7 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.9
Serving customers since
2016

Profile Name

Star Rating

6
1
0
0
0

Stratifi Reviews

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Profile Name
Star Rating
6
1
0
0
0
TW
Tim W.
03/04/2022
Validated Reviewer
Review source: Organic

Outstanding Customer Service

Justin Jones he's always helpful he's not only good at teaching how to get around certain things within the software but he's very attentive and he really stretches to help us to be successful user of Stratifi
Sarah H.
SH
Sarah H.
12/20/2021
Validated Reviewer
Verified Current User
Review source: Organic

Flexibility and Responsiveness Make Stratifi PRISM a Great Solution

I like that Stratifi makes it possible to tailor our Client Proposals and IPS documents to fit our business. We can choose which sections to include, add our own text and customize our client-facing materials to our specifications.
TP
Trishul P.
12/14/2021
Validated Reviewer
Verified Current User
Review source: Organic

Stratifi is a solid risk analysis tool that is a sensible alternative to what's already out there.

I explored many similar tools and my primary goal when picking a risk framework was to find a balance between simplicity, analytical rigor, and cost. Stratifi ended up being my choice because the software fit my requirements the best. The service integrated easily within my workflows, and the analysis produced by the software allowed me to meet my client objectives. And finally, the software was suitably priced for my practice, which was just getting off the ground at the time.

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HQ Location:
San Francisco, California, United States

Social

@trystratifi

What is Stratifi?

Stratifi is a company specializing in risk management technology for financial advisors. Their platform offers tools to help advisors evaluate and understand investment risks, enabling them to make informed decisions for their clients' portfolios. Stratifi's solutions focus on simplifying risk analysis through innovative visuals and easy-to-use metrics, aiming to provide advisors with a comprehensive view of potential market exposures. Their services are tailored to enhance client relationships by providing clearer insights into the risk dynamics of investment strategies.

Details

Year Founded
2016