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.