Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Risk analytics and management platform scoring client and portfolio risk for RIAs.
Description
StratiFi provides a risk management platform for RIAs that scores client and portfolio risk through its PRISM rating, combining risk profiling, proposals, IPS generation, and compliance documentation in one place.
Integrations
StratiFi has 13 integrations in our directory
Search below to find what you're looking for
- Addepar Level 4
- Advisor Center Level 4
- Black Diamond Level 3
- Bridge Financial Level 3
- ByAllAccounts Level 2
- CircleBlack Level 3
- MoneyGuide Level 3
- Orion Advisor Services Level 3
- Raymond James Level 1
- Redtail Level 3
- Schwab Advisor Center Level 1
- SmartRIA Level 3
- Wealthbox Level 4
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
