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Stratifi

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7 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.9
Serving customers since
2016

Profile Name

Star Rating

6
1
0
0
0

Stratifi Reviews

Review Filters
Profile Name
Star Rating
6
1
0
0
0
Mouhsine D.
MD
Mouhsine D.
Business Owner at The Land Nerd
07/17/2024
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Robust Platform

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
Lauren S.
LS
Lauren S.
Managing Director, Principal at Robertson Stephens
05/31/2022
Validated Reviewer
Verified Current User
Review source: Organic

Accessible Tool for Reviewing Your Clients' and Prospects Risk Profile

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.
Colin R. W.
CW
Colin R. W.
Fee-Only Investment Advisor and CERTIFIED FINANCIAL PLANNER™
03/18/2022
Validated Reviewer
Review source: Organic

Worth it. Good Software for Risk for Advisors

Awesome software for helping clients to understand their risk tolerance and risk capacity. Good service and reasonable cost

About

Contact

HQ Location:
San Francisco, California, United States

Social

@trystratifi

What is Stratifi?

Stratifi is a company specializing in risk management technology for financial advisors. Their platform offers tools to help advisors evaluate and understand investment risks, enabling them to make informed decisions for their clients' portfolios. Stratifi's solutions focus on simplifying risk analysis through innovative visuals and easy-to-use metrics, aiming to provide advisors with a comprehensive view of potential market exposures. Their services are tailored to enhance client relationships by providing clearer insights into the risk dynamics of investment strategies.

Details

Year Founded
2016