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StratiFi vs. Tolerisk

Struggling to pick the right tool for you? Looking for a better alternative? Check out the resources on this page to make an informed decision.

Curious about StratiFi? We can show you around!

         
    StratiFi Tolerisk  
  Multi-Factor Risk Analysis ✅ ❌  
  Risk Tolerance ✅ ✅  
  Risk Capacity ✅ ✅  
  Custom Templates for Reports ✅ ❌  
  Stress Tests ✅ ✅  
  Drift Exceptions & Monitoring ✅ ❌  
         

 

         
  RISK ANALYSIS StratiFi Tolerisk  
  Portfolio Risk ✅ ✅  
  Multi-Factor Risk Analysis ✅ ❌  
  Returns Based Analysis for Tactical Strategies ✅ ❌  
  Stress Tests ✅ ✅  
         

 

         
  RISK TOLERANCE
 StratiFi Tolerisk  
  Risk Tolerance ✅ ✅  
  Risk Capacity ✅ ✅  
  Mobile Friendly ✅ ✅  
  Website RTQ Widget ✅ ✅  
         

 

         
  CLIENT REPORTS
 StratiFi Tolerisk  
  Proposals ✅ ✅  
  Investment Policy Statements ✅ ✅  
  Custom Templates for Reports ✅ ❌  
  Asset Class Customization ✅ ❌  
  Fully Customizable Client-Facing Reports ✅ ❌  
  Sequence Risk Analysis ✅ ❌  
  Yield Analysis ✅ ❌  
  Expense Analysis ✅ ✅  
         

 

         
  COMPLIANCE
 StratiFi Tolerisk  
  Drift Exceptions & Monitoring ✅ ❌  
  Account Alerts & Reminders ✅ ❌  
  Firm-Level Analytics ✅ ❌  
         

 

         
  OTHER
 StratiFi Tolerisk  
  Portfolio Builder ✅ ❌  
  Superior Customer Service ✅ ❌  
  Different Pricing for Analyst/Support Staff Specific Licenses ✅ ❌  
  Held-Away Account Sync ✅ ✅  
  Custom Mapping to Investment Objectives ✅ ❌  
  Assign Model Portfolios to Accounts ✅ ❌  
  Pilots ✅ ❌  
  Integrations ✅ ✅  
  API ✅ ✅  
         

 

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