Strengthening client-advisor relationships through award-winning risk evaluation tool
StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating risk analytics into their investment solution. This partnership gives Robertson Stephens’ advisors an important tool to better serve existing clients and build their book of business by communicating risk to clients in an effective manner.
“StratiFi allows our advisors to effectively aggregate risk across accounts and households to provide a robust framework for the investment discussion”
“StratiFi allows our advisors to effectively aggregate risk across accounts and households to provide a robust framework for the investment discussion,” according to Robertson Stephens’ Chief Operating Officer, Vikram Chugh, “The digitization of the client risk assessment and the automation of the Investment Policy Statement (IPS) create a highly impactful client experience. In addition, it helps Robertson Stephens substantially enhance overall portfolio oversight and supervision.”
StratiFi’s PRISM Rating™ technology uses proprietary algorithms, once only available to institutional investors, to analyze thousands of securities, quantifying a portfolio’s correlation, volatility, tail, and concentrated stock risk into easily understood metrics. These scores, along with actionable insights, enable advisors to effectively mitigate risk and communicate complex risk exposures in simple terms.
“By adding the capacity to identify, define, manage, and communicate risks, StratiFi will help Robertson Stephens’ wealth managers add more value to their client relationships while protecting and growing their practices. By educating clients about the realities of the markets, advisors can deepen relationships, and better help investors confront the challenges of modern markets,” said Akhil Lodha, Co-founder and CEO of StratiFi Technologies.