Looking for alternatives or competitors to Stratifi PRISM? Other important factors to consider when researching alternatives to Stratifi PRISM include reliability and ease of use. The best overall Stratifi PRISM alternative is Betterment at Work. Other similar apps like Stratifi PRISM are Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Koyfin, and Nitrogen. Stratifi PRISM alternatives can be found in Investment Portfolio Management Software but may also be in Financial Research Software or Financial Risk Management Software.
Betterment at Work provides modern 401(k) and financial benefits for today’s diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
SAS Risk Management is a comprehensive solution designed to help financial institutions and enterprises effectively identify, assess, and manage various types of risks, including credit, market, and operational risks. By leveraging advanced analytics and machine learning, it enables organizations to anticipate potential risks, conduct dynamic stress testing, and ensure regulatory compliance, thereby enhancing decision-making processes and overall risk mitigation strategies. Key Features and Functionality: - Advanced Predictive Analytics: Utilizes sophisticated algorithms and machine learning models to forecast potential risks, allowing for proactive risk management. - Comprehensive Risk Assessment: Offers tools to evaluate multiple risk factors across different levels, integrating both internal and external data sources for precise assessments. - Dynamic Stress Testing: Simulates various stress scenarios to test financial systems against extreme market conditions, aiding in strategic planning and preparedness. - Integrated Reporting and Compliance: Automates reporting processes, maintains comprehensive audit trails, and ensures adherence to current regulatory standards. Primary Value and Problem Solved: SAS Risk Management addresses the critical need for organizations to manage financial risks effectively. By providing a unified platform that combines predictive analytics, risk assessment, stress testing, and compliance reporting, it empowers businesses to make informed decisions, reduce potential losses, and maintain regulatory compliance. This holistic approach not only enhances operational efficiency but also strengthens the organization's ability to navigate complex and evolving risk landscapes.
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash.
Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.