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Stratifi

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

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Stratifi Reviews

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DB
Dean B.
11/18/2021
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Review source: Organic

Best attention to advisor needs in a risk management platform that I have found.

Stratifi focuses on what their advisors need and tailors their solutions based upon feedback from the advisors. They are constantly working to improve their solutions to ensure they have the best platform offering for advisors. I really appreciate their attention to portfolio risk on the downside and not just focusing on volatility.

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HQ Location:
San Francisco, California, United States

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@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