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StratiFi RiskIQ

vs

Nitrogen Riskalyze

Relying on coin toss risk scoring?
See what others miss, with RiskIQ

First help clients understand their risk tolerance AND financial capacity. Then generate a client-friendly proposal they can actually understand. It's that simple.

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Why financial advisors prefer StratiFi

$100B+

Assets Monitored

120,000+

Portfolios Analyzed

10,000+

Proposals Generated

Why customers chose StratiFi

Unified Wealth Management Platform with AI at the core

A comprehensive platform that integrates risk assessment, portfolio analysis, proposal generation, and compliance monitoring, automating workflows for advisors, supervisors, OPs and compliance professionals.

Continuous Innovation and Customer-Driven Development

StratiFi consistently delivers on promises of new features and enhancements, actively listening to customer feedback and implementing improvements quickly, a stark contrast to stagnant legacy solutions.

Flexible and Adaptable to Unique Business Needs

StratiFi is nimble and responsive, working closely with clients to customize solutions for specific operational circumstances and business models, ensuring the platform truly fits their unique requirements.

Outstanding Customer Service

StratiFi's customer support stands out for its proactive and highly responsive approach. StratiFi is dedicated to efficient onboarding followed by personalized support to integrate data and manage complex & unique operational requirements of every client.

Sourced from verified G2 reviews & customer studies

Risk Analysis

Portfolio Risk

Yes

Yes

Multi-Factor Risk Analysis

Yes

No

Returns Based Analysis for Tactical Strategies

Yes

No

Stress Tests

Yes

Yes

Hidden concentration risks & enhanced security classification

Yes

No

Process portfolios with 1000+ positions under 10s

Yes

No

Risk Tolerance

Risk Tolerance

Yes

Yes

Risk Capacity

Yes

No

Mobile Friendly

Yes

Yes

Website RTQ Widget

Yes

Yes

Client Reports

Proposals

Yes

Yes

Custom Templates for Reports

Yes

No

Investment Policy Statements

Yes

Yes

Asset Class Customization

Yes

No

Fully Customizable Client-Facing Reports

Yes

No

Sequence Risk Analysis

Yes

No

Yield Analysis

Yes

No

Expense Analysis

Yes

Yes

Compliance

Account Alerts & Reminders

Yes

No

Drift Exceptions & Monitoring

Yes

No

Firm-Level Analytics

Yes

No

Other

Portfolio Builder

Yes

No

Superior Customer Service

Yes

No

Different Pricing for Analyst/Support Staff Specific Licenses

Yes

No

Held-Away Account Sync

Yes

Yes

Custom Mapping to Investment Objectives

Yes

No

Assign Model Portfolios to Accounts

Yes

No

Pilots

Yes

No

Integrations

Yes

Yes

API

Yes

Yes

"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."

Deb DeTray

Advisor,
DeTray Investment Group

"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.”

Corey Franco, CFS®

President,
NobleBridge Wealth
Management

"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.

Kyle Wiggs

President and Founder,
UX Wealth

Frame 1 (1)

“From the moment we trialed StratiFi it was obvious it was the superior option. Their AI really solved all our challenges.”

Corey Franco, CFS®
President, NobleBridge Wealth Management

How is StratiFi's risk scoring different?

Risk IQ independently evaluates risk willingness vs. capacity using Daniel Kahneman's Prospect Theory (Nobel Prize in Economics, 2002) and advanced Arrow-Pratt risk aversion frameworks.

Unlike traditional tools that focus primarily on volatility, PRISM provides deep, factor-based risk analysis that distinguishes between factors that increase upside potential versus those that reduce downside risk. Our model also looks deeper inside individual holdings to determine the their true concentration risk at an account level.
Does StratiFi allow uploading client 3rd party statements?

Yes, our AI document scanner allows you to upload 3rd party investment statements. We will extract the data and provide real time risk insights in ~2 minutes.
What training & support is available?

StratiFi is top rated for providing our customers with exceptional service. We are committed to your success.

You will be provided with a customer success specialist who will assist you with training and support to make sure you see a positive ROI with StratiFi. In addition, you’ll have access to our Learning Center that provides you with detailed video tutorials.
What type of investments are supported?

StratiFi most commonly supports Stocks, Bonds, ETFs, Mutual Funds, Interval Funds, Real Estate, Alternatives, Options, Crypto, Annuities, and SMAs.

We can handle almost any kind of investment including Alts and SMAs.
How does StratiFi score risk?

PRISM is StratiFi's proprietary risk scoring technology that analyzes thousands of securities to evaluate portfolio risk on a simple 1-10 scale.

It examines multiple risk dimensions including volatility, correlation, tail risk, beta, and concentrated stock risk, then translates these complex metrics into an easily understood score that helps advisors determine if a portfolio truly aligns with their client's risk tolerance and investment objectives.

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