Add your Tactical Strategies & Create Model Portfolios
Send us your models and some information about your contact at the asset manager and we will take it from here.
Then, we'll work with the asset manager to create the strategies inside of StratiFi for you to use. Once the strategies have been created, we will help you compare risk, return, asset classifications, fees and more in a matter of seconds.
Assess the Risk of Your Prospects Accounts
From there, utilize StratiFi's Risk Tolerance Questionnaire to understand your client's Tolerance & Financial Capacity for risk.
After you've identified your client's Risk Tolerance, you'll want to analyze their existing portfolio to understand whether they're in line with their objectives. Simply upload your clients investment statements to the platform & begin analyzing their portfolio in seconds.
Create a Proposal & Win New Clients
The next step is to set up a template and help you customize it so your prospects are impressed with the output.
Then we'll generate your first StratiFi proposal which you can use in your next prospect meeting.
Visualize the Impact of Your Strategies & Stand Out
Easily Illustrate Risk Based on Returns
StratiFi illustrates models and portfolios with risk-adjusted returns while capturing ratios that meet clients’ goals.
Upload and analyze historical index, model, and portfolio data in sales proposals to illustrate superior risk-adjusted returns and capture ratios vs the competition and benchmarks and help facilitate AUM growth.
Show how your tactical strategies outperform in stressed environments
Assess portfolio performance by stress testing in different market conditions to ensure stability.
By stress testing a portfolio in various market conditions, you can assess its performance and identify potential areas of weakness. This analysis helps ensure that the portfolio is designed to withstand market fluctuations, and that the client's investments remain stable over the long term.
Utilize StratiFi's AI Scanner to Extract Portfolio Data from Client Statements
StratiFi's AI Scanner allows you to quickly analyze investment documents. With just a file upload, it instantly classifies investments, providing you with an easy-to-read report with summarized account details
Personalize the output and save time with templates
By creating templates to present investment changes, you are not only saving time; but you are ensuring a personalized output that is on brand.
Creating templates will allow you to save hours a week and let you stay consistent with your brand, maintain a professional image, and deliver effective presentations to your clients.
Did You Know?
Using investment proposals increases an advisor's chances of attracting high-net-worth clients by 500%1
Communicating the benefits of strategies to clients with investment proposals increases the likelihood of retaining those clients for the long-term by 69%2
Including multiple investment strategies in a proposal can increase AUM by as much as 20%3
1: Based on a study by SEI Advisor Network 2: Based on a study by Pershing 3: Based on a study by Envestnet
"We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit."
“StratiFi is a fantastic company that is truly focused on delivering what advisors want and need. They consistently check in with their advisors and are very open to suggestions on improving their platform. For the money, it is hard to beat the value that StratiFi offers.”
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