Honestly, I was hesitating before moving to Stratifi, then I manned up and bought the essential package. I love the dashboard; it's easy to navigate, and I like the team support. Review collected by and hosted on G2.com.
Their starting plan is $2995/year, a bit expensive. Review collected by and hosted on G2.com.
I like that Stratifi makes it possible to tailor our Client Proposals and IPS documents to fit our business. We can choose which sections to include, add our own text and customize our client-facing materials to our specifications. Review collected by and hosted on G2.com.
The team at StratiFi has been very responsive to our request to add a "check in" feature. We think it would make the tool even better if we were able to check-in with existing clients about their risk tolerance and how they are feeling about markets currently to see if there needs to be a change made to their risk tolerance score and in their portfolio. Review collected by and hosted on G2.com.
I explored many similar tools and my primary goal when picking a risk framework was to find a balance between simplicity, analytical rigor, and cost. Stratifi ended up being my choice because the software fit my requirements the best. The service integrated easily within my workflows, and the analysis produced by the software allowed me to meet my client objectives. And finally, the software was suitably priced for my practice, which was just getting off the ground at the time. Review collected by and hosted on G2.com.
There have been some growing pains along the way as the software has grown and matured. No issues of late though. Review collected by and hosted on G2.com.
Justin Jones he's always helpful he's not only good at teaching how to get around certain things within the software but he's very attentive and he really stretches to help us to be successful user of Stratifi Review collected by and hosted on G2.com.
Nothing is missing from this product.......................................................................................................................................... Review collected by and hosted on G2.com.
For financial advisors, the software is easy to learn how to use and provides actionable insights that your clients and prospects can understand. Stratifi's risk scoring system is the best in the industry. Review collected by and hosted on G2.com.
The link to download client account information to populate the security sets is just so-so. It can be confusing for clients or prospects to do it themselves. Review collected by and hosted on G2.com.
Stratifi focuses on what their advisors need and tailors their solutions based upon feedback from the advisors. They are constantly working to improve their solutions to ensure they have the best platform offering for advisors. I really appreciate their attention to portfolio risk on the downside and not just focusing on volatility. Review collected by and hosted on G2.com.
Their questionnaire has needed a revamp for a while now and after sending them a message I was offered to try the beta for the new questionnaire! Just like that they were already on it. Review collected by and hosted on G2.com.
Awesome software for helping clients to understand their risk tolerance and risk capacity. Good service and reasonable cost Review collected by and hosted on G2.com.
integrations with other software like Veo and Orion could be better Review collected by and hosted on G2.com.
Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.
Pricing provided by Stratifi PRISM.