# Stratifi PRISM Reviews **Vendor:** Stratifi **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Average Rating:** 4.9/5.0 **Total Reviews:** 7 ## About Stratifi PRISM StratiFi is a risk management platform that uses institutional principles to quantify risk on a simple 1-10 scale. We empower advisors to educate clients, design robust portfolios, standardize risk and build more valuable practices. ## Stratifi PRISM Reviews ### 1. Robust Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Mouhsine D. | Company Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Stratifi PRISM?** Honetly I was hesitating before moving to Stratifi then I man up and bought the essential package, I love the dashboard easy to navigate and I like the Team support **What do you dislike about Stratifi PRISM?** their starting plan is $2995/year, a bit expensive **What problems is Stratifi PRISM solving and how is that benefiting you?** Help with my investment risk analysis ### 2. Flexibility and Responsiveness Make Stratifi PRISM a Great Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah H. | CEO, Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2021 **What do you like best about Stratifi PRISM?** 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. **What do you dislike about Stratifi PRISM?** 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. **What problems is Stratifi PRISM solving and how is that benefiting you?** StratiFi allows us to produce professional-looking proposals and IPS documents with customized content. We can run detailed analyses on model/proposed portfolios vs a client or prospect's current portfolio to help them understand risk and reward. ### 3. Stratifi is a solid risk analysis tool that is a sensible alternative to what's already out there. **Rating:** 5.0/5.0 stars **Reviewed by:** Trishul P. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Stratifi PRISM?** 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. **What do you dislike about Stratifi PRISM?** There have been some growing pains along the way as the software has grown and matured. No issues of late though. **What problems is Stratifi PRISM solving and how is that benefiting you?** I wanted a tool that would help me to easily explain the amount of risk that is sensible for a client to take in relationship to the amount of the client is currently taking. Stratifi solves this problem well. ### 4. Outstanding Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Tim W. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2022 **What do you like best about Stratifi PRISM?** 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 **What do you dislike about Stratifi PRISM?** Nothing is missing from this product.......................................................................................................................................... **Recommendations to others considering Stratifi PRISM:** This is too long....................... **What problems is Stratifi PRISM solving and how is that benefiting you?** Stratifi helps our clients to learn more about the level of risk that they're taking on with their investments and it also helps us to talk them down from bad market periods and also to help them to moderate their desires to get the best return possible. often someone who wants to have a moderate model is comparing their performance to the S&P 500. that's the wrong comparison and Stratifi helps us too show them that ### 5. Accessible Tool for Reviewing Your Clients' and Prospects Risk Profile **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren S. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Stratifi PRISM?** 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. **What do you dislike about Stratifi PRISM?** 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. **What problems is Stratifi PRISM solving and how is that benefiting you?** Stratifi helps me engage in a meaningful dialogue with prospects and clients about portfolio risk and helps me understand their financial objectives. My ability to attract new clients and help existing clients has increased dramatically. ### 6. Best attention to advisor needs in a risk management platform that I have found. **Rating:** 5.0/5.0 stars **Reviewed by:** Dean B. | Wealth management advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2021 **What do you like best about Stratifi PRISM?** 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. **What do you dislike about Stratifi PRISM?** 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. **What problems is Stratifi PRISM solving and how is that benefiting you?** Quanitifying client risk tolerance and matching it with a fitting portfolio. This tool helps me show my value to potential clients by doing an in-depth analysis of their current portfolio and comparing the proposed portfolio - showing the difference in historical performance, sharpe ratio, upside/downside capture, etc. ### 7. Worth it. Good Software for Risk for Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Colin R. W. | Partner / Client Advisor , Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2022 **What do you like best about Stratifi PRISM?** Awesome software for helping clients to understand their risk tolerance and risk capacity. Good service and reasonable cost **What do you dislike about Stratifi PRISM?** integrations with other software like Veo and Orion could be better **What problems is Stratifi PRISM solving and how is that benefiting you?** n/a ## Stratifi PRISM Discussions - [What is Stratifi PRISM used for?](https://www.g2.com/discussions/what-is-stratifi-prism-used-for) - [View Stratifi PRISM pricing details and edition comparison](https://www.g2.com/products/stratifi-prism/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+20%3A34%3A21+-0500&secure%5Bsession_id%5D=522c6528-e185-4a87-9feb-9f731e0b9175&secure%5Btoken%5D=7390dbfa7096d9aff430ac5934e68db0191723dc1f94be332190c41ff1b0b702&format=llm_user) ## Stratifi PRISM Features **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Platform Data** - Visualization **Integration** - Data aggregation - Accounting Integration - Risk Management **Platform Interoperability** - Pre-Built Connectors **Platform Additional Functionality** - Dashboard - Multi-Factor Analysis - Cloud **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform Basics** - Reporting **Agentic AI - Financial Risk Management** - Natural Language Interaction ## Top Stratifi PRISM Alternatives - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (545 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.0/5.0 (407 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews)