![stratifi_logo_1000x241](https://go.stratifi.com/hs-fs/hubfs/stratifi_logo_1000x241.jpg?width=230&height=55&name=stratifi_logo_1000x241.jpg)
StratiFi vs. Riskalyze
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 | Riskalyze | |||
Multi-Factor Risk Analysis | ✅ | ❌ | ||
Risk Tolerance | ✅ | ✅ | ||
Risk Capacity | ✅ | ❌ | ||
Custom Templates for Reports | ✅ | ❌ | ||
Stress Tests | ✅ | ✅ | ||
Drift Exceptions & Monitoring | ✅ | ❌ | ||
RISK ANALYSIS | StratiFi | Riskalyze | ||
Portfolio Risk | ✅ | ✅ | ||
Multi-Factor Risk Analysis | ✅ | ❌ | ||
Returns Based Analysis for Tactical Strategies | ✅ | ❌ | ||
Stress Tests | ✅ | ✅ | ||
RISK TOLERANCE |
StratiFi | Riskalyze | ||
Risk Tolerance | ✅ | ✅ | ||
Risk Capacity | ✅ | ❌ | ||
Mobile Friendly | ✅ | ✅ | ||
Website RTQ Widget | ✅ | ✅ | ||
CLIENT REPORTS |
StratiFi | Riskalyze | ||
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 | Riskalyze | ||
Drift Exceptions & Monitoring | ✅ | ❌ | ||
Account Alerts & Reminders | ✅ | ❌ | ||
Firm-Level Analytics | ✅ | ❌ | ||
OTHER |
StratiFi | Riskalyze | ||
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 | ✅ | ✅ | ||
Watch a 2-min video
Trusted by Leading Wealth Management Firms
![Gladstone-Partners-Logo2](https://go.stratifi.com/hubfs/Gladstone-Partners-Logo2.png)
![AUSDAL-white-lettering](https://go.stratifi.com/hubfs/AUSDAL-white-lettering.webp)
![RS-Logo-Default-Image-1](https://go.stratifi.com/hubfs/RS-Logo-Default-Image-1.png)
![u3bzexcvofiv8tdkrd00](https://go.stratifi.com/hubfs/Imported%20sitepage%20images/u3bzexcvofiv8tdkrd00.png)