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Chief Investment Officers
Extract Documents
Align Portfolio Risk
Digitize Books & Records
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Basic analytical tools
You're responsible for investment strategy across billions in assets but stuck with basic reports and standard models that can't properly evaluate the sophisticated investments your advisors need to serve high-net-worth clients.
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Overwhelming advisor demands
Hundreds of advisors need immediate answers about investment performance, strategy rationale, and portfolio positioning, but your analysis takes days to produce while they're competing in real-time markets.
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Growing investment complexity
Your firm offers alternatives, structured products, and tactical strategies, but basic tools can't properly analyze these complex investments or provide the sophisticated due diligence advisors need for client presentations.
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Investment compliance oversight
You're responsible for ensuring advisors understand the risks, liquidity, and suitability requirements of complex investments, providing proper disclosures for proposals, and supporting compliance with ADV filing data, but manual processes can't scale across hundreds of advisor relationships.
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How Chief Investment Officers Use Our Platform
Institutional Analytics
Advanced Insights
vs. Basic Metrics
You upgrade from slow manual analysis to fast automated intelligence with AI-powered research.
- PrismIQ provides multi-factor risk analysis with institutional-grade sophistication that goes far beyond basic risk scores and volatility measures
- InvestIQ generates professional investment proposals with sophisticated analysis and rationale, eliminating hours of manual research for each advisor request
- ResearchIQ compares risk, return, up/down captures, sortino ratios, fees, expenses, top holdings, sectors, styles and more across thousands of securities
Advisor Enablement
Systematic Support
vs. Overwhelming Demands
- ScanIQ extracts client data and investment information from documents automatically, eliminating manual data entry for advisor requests
- ModelIQ provides systematic access to institutional-quality investment strategies with proper context and risk analysis
- TaxIQ provides tax-efficient investment analysis and planning that advisors can immediately implement with clients
- PolicyIQ enables advisors to convert proposals into investment policy statements instantly and collect e-signatures
Due Diligence & Documentation
Comprehensive Research
vs. Basic Information
- InvestIQ incorporates thorough investment analysis and suitability documentation into proposals that satisfy compliance requirements
- ModelIQ ensures investment strategies include proper risk analysis and documentation for factsheets
- ResearchIQ creates comprehensive investment committee reports with liquidity analysis and risk considerations
- PolicyIQ documents investment rationale and fiduciary decision-making processes for advisor recommendations
Investment Compliance Integration
Data-Driven
vs. Guesswork
- ComplianceIQ provides systematic oversight of portfolios across thousands of relationships
- InvestIQ generates proposals with built-in compliance checks and regulatory disclosures for complex products
- PolicyIQ ensures advisors convert proposals into Investment Policy Statements and get sign off from clients
Strategic Investment Leadership
Serve More Clients
vs. Current Limitations
- PrismIQ demonstrates your strategic value creation through quantitative performance attribution and risk management metrics
- ModelIQ scales your investment expertise across the entire advisor network through systematic strategy implementation
- PolicyIQ transforms your investment philosophy into consistent firm-wide investment policy and advisor guidance
- ComplianceIQ provides the systematic oversight framework that enables confident strategic investment decision-making
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AI-powered
Key Products for Chief Investment Officers
Core Workflow Products
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Without StratiFi
You remain trapped by limitations that prevent investment leadership:
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Basic analytical limitations
Stuck with standard reports that can't evaluate products your advisors need for sophisticated clients
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Overwhelming advisor demands
Analysis takes days while advisors compete in real-time markets
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Investment complexity gaps
Can't provide sophisticated guidance for client personal situations
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Manual compliance burden
Can't scale oversight across hundreds of advisor relationships
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Competitive disadvantage
Analytical capabilities don't demonstrate quantitative investment value
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Result
You remain a reactive supporter rather than strategic leader, unable to prove value or systematically enable advisor success.
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With StratiFi
You become a strategic investment leader who enables systematic advisor success:
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Institutional Analytics
Institutional-grade research and analysis proves strategic value creation
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Instant advisor support
Automated intelligence transforms overwhelming demands into systematic enablement
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Complex product mastery
Comprehensive analysis enables sophisticated investment offerings
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Scalable expertise
Serve significantly more clients with same team size through background AI intelligence and automated monitoring -
Competitive advantage
Comprehensive analysis enables sophisticated investment offerings
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Result
You become the CIO who scales institutional-grade investment expertise and delivers personalized strategies at AI speed.
"StratiFi has been a game-changer for me. In the past, other platforms I’ve used were not realistic with risk tolerance. But with StratiFi, everything makes sense. I feel more comfortable and confident sitting down with clients."
"StratiFi was able to help me (1) create a better digital experience for clients and (2) monitor compliance across multiple advisors who are running different strategies.”
"We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit.
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