Akhil Lodha's Linkedin Analytics

Building the industry standard for understanding portfolio risk through cutting-edge technology at StratiFi. The vocabulary of volatility has become so well established that it is rarely questioned. As with many ground-breaking discoveries, the whole industry has come to use it out of habit and tradition rather than its suitability for the problem at hand. On closer investigation, however, it becomes apparent that the constraints that supported its usage no longer apply due to enormous advances in computing power, data availability and analysis tools. Markowitz’ fundamental principle that investors should consider both risk and reward is still highly relevant today, but in the new era of information technology it’s time to reconsider the original assumptions and develop a more modern way to measure risk. With a modern risk management solution, I work with advisors to help their clients have a better financial future by empowering them to easily understand risk and make decisions with clarity, confidence and control. Having a standardized measure of risk helps firms enhance oversight, reduce liability and increase their valuations. Here is what some of our customers say about our software: - "Flexibility and Responsiveness Make StratiFi PRISM a Great Solution"- Sarah H, CEO, Director of Operations - "StratiFi is a solid risk analysis tool that is a sensible alternative to what's already out there."- Trishul P, Financial Advisor - "Accessible Tool for Reviewing Your Clients' and Prospects Risk Profile" - Lauren S, President - "Best attention to advisor needs in a risk management platform that I have found." - Dean B, Wealth Management Advisor If this resonates with you and you want to feel more equipped and in control, feel free to reach out. I’d be happy to chat.