--- title: Stratifi PRISM Reviews meta\_title: 'Stratifi PRISM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Stratifi PRISM works for a business like yours. aggregate\_rating: rating\_value: 4.9 review\_count: 7 scale: '5' date\_modified: '2026-03-17' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Stratifi PRISM Reviews & Product Details 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. * * * Seller [Stratifi](https://www.g2.com/sellers/stratifi) Discussions [Stratifi PRISM Community](https://www.g2.com/products/stratifi-prism/discuss) Overview by Akhil Lodha (CEO at StratiFi - Helping People Improve Their Understanding of Risk) Show More ## Pricing Pricing provided by Stratifi PRISM. ### Professional Plan 250 Per Advisor Per mo [ View More Pricing Information ](https://www.g2.com/products/stratifi-prism/pricing) ## Top-Rated Alternatives [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/stratifi-prism/competitors/alternatives) ## User Insights Average based on 7 real user reviews. [Log in to unlock pricing and user insights](/login) ![Mouhsine D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mouhsine D.") MD Mouhsine D. Company Owner Small-Business (50 or fewer emp.) 2/20/2024 "Robust Platform" 4/5 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 Review collected by and hosted on G2.com. What do you dislike about Stratifi PRISM? their starting plan is $2995/year, a bit expensive Review collected by and hosted on G2.com. What problems is Stratifi PRISM solving and how is that benefiting you? Help with my investment risk analysis Review collected by and hosted on G2.com. Show More 7/17/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Sarah H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarah H.") SH Sarah H. CEO, Director of Operations Small-Business (50 or fewer emp.) 12/20/2021 "Flexibility and Responsiveness Make Stratifi PRISM a Great Solution" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic TP Trishul P. Financial Advisor Small-Business (50 or fewer emp.) 12/14/2021 "Stratifi is a solid risk analysis tool that is a sensible alternative to what's already out there." 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic TW Tim W. O Small-Business (50 or fewer emp.) 3/4/2022 "Outstanding Customer Service" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about Stratifi PRISM? Nothing is missing from this product.......................................................................................................................................... Review collected by and hosted on G2.com. Recommendations to others considering Stratifi PRISM: This is too long....................... Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Lauren S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren S.") LS Lauren S. President Mid-Market (51-1000 emp.) 11/30/2021 "Accessible Tool for Reviewing Your Clients' and Prospects Risk Profile" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 5/31/2022 Current UserValidated ReviewerSource: Organic DB Dean B. Wealth management advisor Small-Business (50 or fewer emp.) 11/18/2021 "Best attention to advisor needs in a risk management platform that I have found." 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Colin R. W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Colin R. W.") CW Colin R. W. Partner / Client Advisor Small-Business (50 or fewer emp.) 3/18/2022 "Worth it. Good Software for Risk for Advisors" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about Stratifi PRISM? integrations with other software like Veo and Orion could be better Review collected by and hosted on G2.com. What problems is Stratifi PRISM solving and how is that benefiting you? n/a Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about Stratifi PRISM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Stratifi PRISM ](https://www.g2.com/products/stratifi-prism/discussions/new) GU Guest User What is Stratifi PRISM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-stratifi-prism-used-for) [ View all Discussions ](https://www.g2.com/products/stratifi-prism/discuss) ## Pricing Options Pricing provided by Stratifi PRISM. ### Professional Plan 250 Per Advisor Per mo [ View More Pricing Information ](https://www.g2.com/products/stratifi-prism/pricing) ##### Categories on G2 [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)[Financial Risk Management](https://www.g2.com/categories/financial-risk-management) ##### Explore More [Which managed IoT services solutions reduce costly manual process overhead for mid-market operations teams?](https://www.g2.com/discussions/which-managed-iot-services-solutions-reduce-costly-manual-process-overhead-for-mid-market-operations-teams)[Which client side protection solutions integrate most easily with existing web application security stacks without requiring a full re-architecture of the frontend?](https://www.g2.com/discussions/which-client-side-protection-solutions-integrate-most-easily-with-existing-web-application-security-stacks-without-requiring-a-full-re-architecture-of-the-frontend)[Which hybrid cloud storage platforms work best for software companies building data-intensive analytics apps that need fast read performance alongside reliable backup?](https://www.g2.com/discussions/which-hybrid-cloud-storage-platforms-work-best-for-software-companies-building-data-intensive-analytics-apps-that-need-fast-read-performance-alongside-reliable-backup) [Which hardware monitoring software gives the most accurate real-time readings for CPU, GPU, fan speeds and voltages for someone who wants data they can actually trust?](https://www.g2.com/discussions/which-hardware-monitoring-software-gives-the-most-accurate-real-time-readings-for-cpu-gpu-fan-speeds-and-voltages-for-someone-who-wants-data-they-can-actually-trust)[Best conversation monitoring software](https://www.g2.com/discussions/best-conversation-monitoring-software)[Which application release orchestration tools integrate well with existing Kubernetes and Helm-based infrastructure so teams do not have to choose between their orchestration tool and their deployment platform?](https://www.g2.com/discussions/which-application-release-orchestration-tools-integrate-well-with-existing-kubernetes-and-helm-based-infrastructure-so-teams-do-not-have-to-choose-between-their-orchestration-tool-and-their-deployment-platform) [Show MoreShow Less](javascript:void(0);)