STRATiFi - INSART

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STRATiFi

Analytics, Financial Planning, Risk Profiling, TAMP

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About

StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Its online platform gives investment advisors access to sophisticated risk management technology normally only accessible by the largest institutions.StraiFi’s PRISM Ratings™ risk scoring technology provides advisors with a rolled-up score based on their book of business, giving them more insight into the risks in their clients’ portfolios and their own business, so they can pick the risks they want to take.

Contacts

https://www.stratifi.com/

info@stratifi.com

https://www.linkedin.com/company/stratifi/

https://twitter.com/StratiFi_Inc

Products / Services

Risk Analysis
Financial Planning

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 4

Partnership: 0

ByAllAccounts | Morningstar

Account Aggregation

ByAllAccounts (BAA) aggregates over 15,000 sources. Because BAA is agnostic to formats, it chooses the best quality and most complete...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 24

Partnership: 0

AdvisorPeak

Rebalancing, Trading

Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research...

Partnership

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