StratiFi Advisor Platform
About this Product
StratiFi's advisor platform identifies and manages portfolio and practice risk, all in one platform.
KNOW YOUR CUSTOMER First, clients complete a target-risk questionnaire that reveals their true investment personality. Then, we analyze their portfolios with our PRISM risk management software to reveal often invisible risks. This process generates a PRISM portfolio score to be compared to the client's target score. In minutes, advisors and clients are working together off the same analytical data. RISK ANALYTICS Our PRISM software measures portfolio sensitivity to four dominant investment factors: • Volatility • Diversification • Tail Risk • Concentrated Stock Score Each category is assigned a 1 to 10 risk score that is synthesized into an overall portfolio score. The lower the score, the healthier the portfolio. We can do the same for every account in an advisor's practice to provide advisors with a risk score for their entire business. This analysis is the essence of institutional portfolio management. RISK REDUCTION We help clients understand their accounts in different scenarios by using the past to measure the present, and the future. That's why we use many historical market events, including the 2008 Global Financial Crisis, to stress test client portfolios. COMPLIANCE By using PRISM to evaluate every portfolio under management, firms can further quantify compliance and investment risk. This added level of review and analysis helps keep a firm's leadership ahead of the risk curve and adds an important tool to their management dashboard.
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.