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Quick Start
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Analytics
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General
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Clients
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Reports
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Portfolios
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Compliance
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Integrations
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FAQs
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Video Lessons
- Getting Started
- Prospecting
- Managing Your Clients
- Risk Tolerance in Stratifi
- Model Portfolio Construction & Analysis
- Proposals & Investment Policy Statements
- PRISM: Understanding Portfolio Risk
- Analytics: Your Centralized Risk Dashboard
- Enhancing Compliance With StratiFi
- Connecting And Organizing Your Data
- Configuring And Troubleshooting StratiFi
- Compliance and Drift Exceptions Training
Are The Prism Risk Factors Weighted Equally?
The risk factors are not equally weighted because otherwise, we would average high and low risk. Instead, the overall score is dynamic. If one risk factor is high then it will get a higher weight in the calculation.
For more information on the Prism Risk Factors, please visit this link.