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T3 ALL-STAR + 5-star G2
RiskIQ
Turn Client Anxiety Into Confidence With Ongoing Risk Alignment
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Risk tolerance vs risk capacity issue
Most platforms average together risk tolerance and risk capacity scores, which can result in clients with extremely low risk tolerance ending up with portfolios that are far too risky for their situation. 1
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Evolution over time
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.
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Lack of customization
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.
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Confused clients
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 Science & Evidence Based Risk Intelligence
RiskIQ is built on Nobel Prize-winning behavioral finance research.
Our platform incorporates Daniel Kahneman's Prospect Theory (Nobel Prize in Economics, 2002) and advanced Arrow-Pratt risk aversion frameworks, combined with modern research on how risk tolerance evolves with experience and market conditions.
We understand the frustration of having sophisticated risk tools that don't solve your real problems.
While others focus on creating better risk numbers, we recognize you need practical solutions that help you build stronger client relationships, meet compliance requirements, and grow your practice with tools that actually work the way you work.
How It Works
Step 1
Risk Assessment
Comprehensive evaluation using Nobel Prize-winning Prospect Theory and Arrow-Pratt frameworks that assess both risk willingness and risk capacity with enterprise customization.
Step 2
Behavioral Check-In
Ongoing assessment of client emotions with questions like "How are you feeling about the market?" and "How confident are you about your goals?" delivered through any method.
Step 3
Evolution Timeline
Visual tracking of how client risk tolerance and confidence change over time, based on behavioral finance research showing risk perception is dynamic, not static.
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Guarantee Portfolio Fit With Risk Alignment & Check-Ins
Be the advisor who truly understands the psychology behind your client's risk tolerance. While others provide basic risk scores, you'll have behavioral insights grounded in Nobel Prize-winning research.
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Real Impact
- Deeper client relationships
- Better risk alignment
- Fewer emotional investment decisions during market stress.
Without RiskIQ
just another advisor
You remain just another advisor with risk scores or a portfolio manager, instead of becoming the wealth coach clients never want to leave.
With RiskIQ
Achieving 95%+ retention rates
You transform into the advisor clients trust most - behavioral coaching creates a value proposition that differentiates you from competitors and robo-advisors, while achieving 95%+ retention rates.
"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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