After working with the StratiFi team I definitely went on board in terms of implementation. Ever since the financial crisis of 2008, there's been a slow proliferation of cloud-based software being offered. I think this one caught my eye out of other vendors because it seemed like a very simple and elegant solution to a new regulatory requirement that was impacting the firm, and every other financial services firm, which is RegBI.

I realized that from a compliance and understanding the client standpoint I needed something for risk profiling. I settled on StratiFi because it seemed to be more rigorous in terms of the analytical aspect and could stand up to compliance questioning.

I spent a fair amount of time really building out a combination of infrastructure and advice for larger organizations. StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies. The exceptions, drift, concentration risk, and other factors are really looking at portfolio risk in a different way and reduce the chances that clients will be surprised when volatility increases.

StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients.

I'd absolutely recommend it to other advisors.

Every day in this industry presents a new challenge, but with StratiFi's proactive approach and evolving platform, I feel we're always a step ahead. Their onboarding process is a testament to their commitment to excellence, and I appreciate their constant drive for improvement.

Having a good relationship between compliance officers and financial advisors is one of the most important keys to success of a RIA. I am impressed by StratiFi's PRISM Rating system that provides a comprehensive evaluation of every portfolio under management, and helps firms quantify compliance and investment risk. I highly recommend compliance officers and advisors to look at StratiFi's solution to manage compliance and investment risk.

What stands out with StratiFi is the ease of accessing client portfolios and the emphasis on risk. It's by far the simplest program I've used, offering more data and real-time insights.

This platform has revolutionized how I review risk, making everything simpler and more efficient.

StratiFi is the best tool we have for oversight on our allocations. Getting feedback on how we are positioning portfolios to behave in different environments is invaluable. By calculating essential risk exposures, StratiFi assists us in building portfolios with appropriate levels of risk for our clients.