Charts and screeners alone don't surface client risk.
See what YCharts misses, with RiskIQ

YCharts is built around financial data, charts, screening, and report-building — strong on fundamental research and proposal generation. StratiFi covers proposal generation and reporting, then adds the layers YCharts doesn't: a client-facing risk tolerance questionnaire with capacity assessment, multi-factor risk decomposition on a 1–10 scale, AI document extraction in roughly two minutes, and continuous compliance surveillance across drift, concentration, and share-class violations. Most firms choose StratiFi when they need risk and compliance to live alongside their analytics — not separately.

YCharts has Enterprise-tier audit logs and access management, but lacks account-level compliance reminders, multi-factor risk decomposition, and a dedicated firm-level compliance dashboard outside the Enterprise tier. StratiFi's ComplianceIQ delivers all three — drift exceptions, share-class surveillance, and firm-wide analytics — without a tier upgrade. RIAs running multiple advisors or multiple custodians most often switch for these reasons.

Not in the same depth — YCharts excels at fundamental data, charts, and security screening across thousands of metrics. StratiFi's research surfaces are focused on portfolio risk and compliance contexts (allocation drill-down, factor analysis, stress tests). Many firms pair the two: YCharts for security-level research, StratiFi for portfolio-level risk intelligence and compliance defensibility.

Yes — and more directly. StratiFi's PolicyIQ generates a personalized Investment Policy Statement from the client's risk profile and assigned model, including investment objectives, asset allocation guidance, rebalancing rules, and supervisory checkpoints. YCharts allows uploading an existing IPS PDF as part of a report but doesn't natively generate one. StratiFi additionally tracks ongoing alignment between the IPS, the recommended portfolio, and the actual account.

YCharts' Risk Profiles tool maps model portfolios to predefined risk levels using allocation bands and metric ranges — advisor-facing, not a client-facing risk tolerance questionnaire. StratiFi's PRISM evaluates risk on a 1–10 scale across volatility, correlation, tail risk, beta, and concentrated stock risk, and decomposes the portfolio into the factors driving upside versus downside. The output is a single number an advisor can defend in a client review or a regulatory exam.

Yes for the major ones — Schwab, Pershing, Fidelity, Orion, Black Diamond, Addepar, and Redtail are on both directories. The full StratiFi integrations list is at stratifi.com/integrations.