Stratifi team works 24/7 to ensure that customers’ data is well organized, our risk aggregation system provides the most detailed analytics in the market.
Client and account data
Investor Information
The investor information data has been split into eight different fields:
- Account Nickname- Normally takes the account name or the account number
- Account Number- This is the unique number that is associated with each individual client account
- Risk Tolerance- Gives the individual risk tolerance score
- First Name and Second Name- Provides the account name
- Email Address- Email address associated with each account
- Account ID- Gives the ID associated with each account, each account can have more than one account ID
- Client ID- Gives the unique ID for each client, each account has its unique client ID
