%2010.svg){kind=logo}
.svg){kind=small}
T3 ALL-STAR + 5-star G2
PrismIQ
Institutional Risk Analysis For Modern Wealth Management Firms
.svg)
Holdings-based risk scores are inaccurate
They don't capture the dynamic risk management in tactical strategies, momentum funds, and actively managed allocations that respond to changing market conditions.
.svg)
Volatility misses tail risk protection
While risk attitude is stable, risk-taking behavior changes based on age, recent market events, and life experiences 2 - but most tools only assess once Volatility misses tail risk protection.
.svg)
Alternatives require multi-factor analysis
One-size-fits-all assessments don't account for your specific client base, entities, or institutional decision-making processes. Institutional clients need different approaches than individual investors.
.svg)
Mutual funds & ETFs hide concentration risk
Even with sophisticated risk scoring, you're spending time explaining what the numbers mean instead of having productive conversations about how clients actually feel about their investments and wealth journey.
Your Guide to Institutional Risk Insights
Multi-factor risk analysis for sophisticated portfolios
Just like a physicist uses advanced instruments to see beyond what's visible on the surface, PrismIQ uses AI and computational finance to reveal the hidden risk exposures in your complex strategies that basic volatility tools completely miss.
Explain the Why behind your risk scores with full risk insights
PrismIQ breaks down your portfolio's risk spectrum - from the surface-level asset allocation down to the protection layers of buffer funds, the factor exposures using Fama-French analysis, and the correlation patterns of tactical strategies during market stress.
How It Works
Step 1
Plug In Client Investment Accounts
Upload your holdings, connect your custodian or scan statements to instantly import all your complex investments - structured products, buffer funds, tactical strategies, and alternatives.
Step 2
Let AI Risk Engine Analyze Portfolios
Our enhanced computational finance algorithms and artificial intelligence analyze your portfolio using Fama-French factor models, stress testing, and professional risk modeling that traditional tools can't handle.
Step 3
Get Risk Scores With Intelligence
Receive detailed risk scores that actually reflect your enhanced strategies, plus actionable insights showing why you got that score and specific recommendations on how to optimize your risk management.
.svg)
Showcase Your Modern Risk Management
While other platforms reduce your complex strategies to basic volatility scores, you'll have AI-powered insights that properly capture your expertise.
.svg)
Real Impact
- Enhanced client confidence
- Professional credibility
- Differentiation from other advisors
Without PrismIQ
Lose client credibility
- Risk communication gaps undermine expertise
- Clients question sophisticated investment decisions
- Regulatory exposure from inadequate risk documentation
With PrismIQ
Gain Client Trust & Get Referrals
- Multi-factor analysis matches investment sophistication
- Clients understand and trust complex strategies
- Complete regulatory compliance with detailed risk documentation
"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.
.png?width=53&height=53&name=Frame%201321319403%20(1).png)