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Stratifi PRISM description
StratiFi PRISM is a wealth management platform designed for financial advisors at growing firms. It helps you understand and manage client investment risk through tools that analyze portfolios, assess risk tolerance, and generate investment proposals. StratiFi simplifies compliance oversight and offers insights to guide client conversations, ultimately aiming to streamline your practice and improve client relationships. It integrates with popular CRM, custodian, and reporting software.
Who is Stratifi PRISM best for
StratiFi PRISM helps financial advisors at growing firms manage client investment risk. It provides tools to analyze portfolios, assess risk tolerance, and generate investment proposals. StratiFi PRISM integrates with popular CRM, custodian, and reporting software. Pricing plans range from $2995 to $28795 per year.
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Best fit for medium-sized financial advisory firms (101-1000 employees), also suitable for large enterprises.
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Specifically designed for the financial services industry to streamline wealth management.
Stratifi PRISM features
Supported StratiFi PRISM supports management of stocks, bonds, ETFs, mutual funds, alternative investments, real estate, and cryptocurrencies. |
Supported StratiFi PRISM analyzes portfolios to identify and mitigate compliance and investment risks. |
Supported StratiFi PRISM's stress testing feature helps clients understand market volatility's impact on portfolios. |
Supported StratiFi PRISM integrates with various tools to streamline portfolio management and client interactions. |
Supported StratiFi PRISM offers tools for generating and managing investment proposals. |
Supported StratiFi PRISM provides clients with an overview of their investment objectives. |
Supported StratiFi PRISM automates investment strategy documentation, ensuring consistency and informed decisions. |
Stratifi PRISM pricing
The commentary is based on 1 reviews from Stratifi PRISM G2 reviews.
All plans are annual subscriptions.
See the Stratifi PRISM pricing page.
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Stratifi PRISM has a free trial.
Risk analysis for portfolios and prospects for solo advisors. Includes 150 accounts, unlimited support licenses, and 10 model portfolios.
Essential features for financial advisory teams. Includes unlimited licenses, AI-powered document scanning, support for alternatives, RTQ, proposal, IPS, and portfolio insights. Includes 500 accounts.
Modern technology for industry-leading firms. Includes essential features plus unlimited licenses, custom RTQ and fact finder, custom securities builder, firmwide analytics, team branding, and 1500 accounts.
Full risk management suite for enterprise firms. Includes premium features plus unlimited licenses, enterprise customizations, priority feature development, custom model marketplace, dedicated relationship manager, and 4000 accounts.
Stratifi PRISM alternatives
Orion Risk IntelligenceUncover hidden investment risks, stress test portfolios, find opportunities.Read more
AddeparInvestment management platform for the ultra-wealthy, simplifying complex portfolios.Read more
Stratifi PRISM FAQ
Stratifi PRISM is a wealth management platform for financial advisors. It offers risk analysis, portfolio management, proposal generation, and compliance oversight tools. Streamlining advisor workflows, it integrates with existing CRM, custodian, and reporting software.
What is Stratifi PRISM and what does Stratifi PRISM do?
Stratifi PRISM is a wealth management platform for financial advisors. It offers risk analysis, portfolio management, proposal generation, and compliance oversight tools. Streamlining advisor workflows, it integrates with existing CRM, custodian, and reporting software.
Stratifi PRISM integrates with popular CRM, custodian, and reporting software to streamline portfolio management and client interactions. This allows advisors to manage client data, investments, and reporting efficiently within a unified system.
How does Stratifi PRISM integrate with other tools?
Stratifi PRISM integrates with popular CRM, custodian, and reporting software to streamline portfolio management and client interactions. This allows advisors to manage client data, investments, and reporting efficiently within a unified system.
Top alternatives to Stratifi PRISM include AdvisorEngine, Orion Planning, Vyzer, Addepar, Nitrogen, and fi360 Toolkit. These platforms offer similar functionalities such as portfolio management, risk analysis, and client engagement tools for financial advisors.
What the main competitors of Stratifi PRISM?
Top alternatives to Stratifi PRISM include AdvisorEngine, Orion Planning, Vyzer, Addepar, Nitrogen, and fi360 Toolkit. These platforms offer similar functionalities such as portfolio management, risk analysis, and client engagement tools for financial advisors.
Yes, Stratifi PRISM is a legitimate wealth management platform. It's designed for financial advisors, offering risk analysis, portfolio management, and compliance tools. G2 gives it a 4.9/5 star rating, indicating user satisfaction. Stratifi PRISM integrates with existing software and helps streamline client interactions.
Is Stratifi PRISM legit?
Yes, Stratifi PRISM is a legitimate wealth management platform. It's designed for financial advisors, offering risk analysis, portfolio management, and compliance tools. G2 gives it a 4.9/5 star rating, indicating user satisfaction. Stratifi PRISM integrates with existing software and helps streamline client interactions.
Stratifi PRISM pricing starts at $2995/year for the Lite plan, $4795/year for Essential, $13795/year for Premium, and $28795/year for Platinum. Each plan offers a different set of features for financial advisors and firms of varying sizes. They also offer a free trial.
How much does Stratifi PRISM cost?
Stratifi PRISM pricing starts at $2995/year for the Lite plan, $4795/year for Essential, $13795/year for Premium, and $28795/year for Platinum. Each plan offers a different set of features for financial advisors and firms of varying sizes. They also offer a free trial.
Users appreciate Stratifi PRISM's team support and easy-to-navigate dashboard. While the starting price is considered high, the platform effectively helps with investment risk analysis.
Is Stratifi PRISM customer service good?
Users appreciate Stratifi PRISM's team support and easy-to-navigate dashboard. While the starting price is considered high, the platform effectively helps with investment risk analysis.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.