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StratiFi + UX Wealth Integrations

UX Wealth Partners: Risk Profiling and Proposal Software with StratiFi

In order to increase or prevent a decrease in value, your wealth—as measured by both goods and money—should be managed. The act of assessing and making decisions about your wealth to meet your financial objectives is known as wealth management.…

Envestnet | MoneyGuide: Improving Clients’ Understanding of Risk with StratiFi

Envestnet | MoneyGuide: Improving Clients’ Understanding of Risk with StratiFi

The financial technology market is huge. This is the era where people are seeking the help of financial advisors to help them manage and grow their wealth. Regardless of what you are dealing with, be it the mutual funds, the…

Investment Policy Statement Software for Financial Advisors: Discover How to Create an IPS in Under 5 Minutes Using StratiFi

Given recent periods of exceptional market volatility and predicted reduced investment returns over the market cycle, institutional and high-net-worth clients, such as mutual funds, hedge funds, endowments, pension funds, and family offices, continue to expect higher standards from their advisors.…

Redtail Integration: Analyzing Risk with StratiFi

Redtail Integration: Analyzing Risk with StratiFi

The requirement for a comprehensive operation and Redtail customer relationship management tool is prominent in finance, where information, important data, and private details are shared and protected rigorously. Similarly, the requirement for seamless customer relationships is important to the sustenance…

Wealthbox Integration: Risk Analysis with StratiFi

Wealthbox Integration: Risk Analysis with StratiFi

In 2014, Wealthbox, a CRM system for all financial advisors was introduced. Wealthbox is renowned for its cutting-edge product design and strong, user-friendly user interface. It is integrated with top administrators and wealth-tech partners. The unified platform simplifies processes across…

Smartria® Announces Integration with StatiFi, Developer of Award-Winning PRISM Rating™ Technology

Smartria® Announces Integration with StratiFi, Developer of Award-Winning PRISM Rating™ Technology

Users of the award-winning Smartria compliance management platform will gain access to real-time integrated portfolio and employee risk dashboards through StratiFi partnership September 20, 2022 09:08 AM Eastern Daylight Time KNOXVILLE, Tenn.–(BUSINESS WIRE)–Smartria®, a powerful, easy-to-use cloud-based software solution designed…

Beginner’s Guide to Uncovering Hidden Dimensions of Risk In Client Investment Portfolios

A well-diversified investment portfolio is a key component of any financial plan and as an experienced financial advisor, you know that risk is inherent in any investment. However, there are often hidden risks that can impact your clients’ portfolios and…

BridgeFT & StratiFi Announce Partnership and Integration to  Provide Advisors with a Holistic View into Client Wealth and Total Risk

BridgeFT & StratiFi Announce Partnership and Integration to Provide Advisors with a Holistic View into Client Wealth and Total Risk

News provided by Bridge Financial Technology | Jun 14, 2022, 10:00 ET | Read on PR Newswire Next-gen wealthtech providers collaborate to make it significantly easier and faster for financial advisors to accurately assess and manage investor risk CHICAGO, June…

How to Talk About Risk Management to Clients in a Way They Can Understand

How to Talk About Risk Management to Clients in a Way They Can Understand

Of all the difficult conversations financial advisors must have with their clients, risk is one of the most challenging. That’s because when advisors think of “risk,” it doesn’t always match their client’s understanding of risk. Yet, advisors and clients need…

Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk

Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk

SAN FRANCISCO–(BUSINESS WIRE)–Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to empower more advisors to discuss risks just like they discuss goals in the context of a client’s financial…

UX Wealth Partners Selects StratiFi As Preferred Risk Management Platform

UX Wealth Partners Selects StratiFi As Preferred Risk Management Platform

June 15, 2021 10:00 AM Eastern Daylight Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, has been selected by UX Wealth Partners as the preferred risk profiling and proposal software for its RIA partners. UX…

Myth #4- Long-term Investors Ignore Short-term Corrections

Myth #4- Long-term Investors Ignore Short-term Corrections

Of the world’s many mysteries, Wall Street’s success at convincing Main Street to believe in the existence of long-term investors ranks high. Through incredible marketing campaigns and repetitive messaging, Wall Street has persuaded people who dispute the existence of Leprechauns…

CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures

CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures

KINGSTON, N.J., May 19, 2021 /PRNewswire/ — CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their…

StratiFi & Redtail Announce Integration Partnership

StratiFi & Redtail Announce Integration Partnership

The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via single sign-on through their Redtail credentialsMay 05, 2021 10:08 AM Eastern Daylight Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs,…

StratiFi & Wealthbox Announce Integration Partnership

SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs, has announced a new partnership with Wealthbox. The two firms are working together to combine StratiFi’s award-winning PRISM Rating™ technology with Wealthbox’s CRM to enable…

The Five Myths That Put Portfolios at Risk: Myth #2 Sell Stock to Reduce Concentrated Risk

The Five Myths That Put Portfolios at Risk: Myth #2 Sell Stock to Reduce Concentrated Risk

Our series on the five myths that put portfolios at risk examines the reality that many individual investors and advisors do not broadly understand the concepts and disciplines of portfolio risk. Current beliefs are often from outdated ideas that are…

7 Questions to Consider When Evaluating Low Volatility ETFs

Risk Analysis Software + CRM: The Integration of StratiFi + Wealthbox

On March 25th, 2021, StratiFi and Wealthbox hosted a webinar with presenters Chris Kopanski, Senior Product Specialist at Wealthbox, and Akhil Lodha, Co-Founder and CEO here at StratiFi. Integrating a CRM system with a risk management system can create a…

The Five Myths That Put Portfolios at Risk: Myth #1 Diversified Portfolios Lessen Volatility

The Five Myths That Put Portfolios at Risk: Myth #1 Diversified Portfolios Lessen Volatility

This series intends to illuminate a pathway that will help advisors safeguard their practices and investor accounts. At StratiFi, we believe in a much greater focus on defining and managing risk. A risk approach is widely used among institutional investors,…

StratiFi Hires Pershing, Invesco, PowerShares Alumni Martin Plachko to Lead Sales and Business Development

Pershing, Invesco, PowerShares Alumni Martin Plachko Joins StratiFi to Lead Sales and Business Development

SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, asset managers and broker-dealers has hired Pershing, Invesco alumni Martin Plachko, CIMA® to lead its growth and expansion. Mr. Plachko is an industry veteran and entrepreneur…

4 Steps Advisors Should Take To Strengthen Compliance

Good Investment Coaches are Indispensable to Their Clients

When clients hire financial advisors, there’s an expectation that their advisor will work with them to develop an investment strategy that reflects their investment profile. That’s what advisors do. And, for that, advisors are evaluated based on how those strategies…

Specialization May Be Financial Advisors’ Quickest Path to Success

Specialization May Be Financial Advisors’ Quickest Path to Success

Most financial advisors begin their careers as generalists, offering a full range of investment and insurance products to anyone who will see them. Some remain as product salespeople while others develop the knowledge, skills, and credentials to perform comprehensive financial…

How Advisors Can Use Social Media to Gain Influence and Clients

How Advisors Can Use Social Media to Gain Influence and Clients

Today, the vast majority of a financial advisor’s potential clients reside in a parallel universe called social media – a digital cosmos that exists alongside the physical world. It’s a place where they commune with friends, including people they really…

For Advisors Looking for Next Generation Clients: It’s a Matter of Trust

For Advisors Looking for Next Generation Clients: It’s a Matter of Trust

The greatest intergenerational transfer of wealth in history is underway. As a financial advisor, it represents either an unprecedented opportunity or a threat to your survival. It will ultimately come down to trust The financial advisory industry has a trust…

Now is not the Time for Advisors to Cut Back on Their Marketing

Now is not the Time for Advisors to Cut Back on Their Marketing

In 2018, volatility in the stock market returned with a vengeance, catching most investors and many advisors off guard. Advisors, who have experienced at least a couple of market cycles, understand that volatility is normal and market pullbacks are temporary,…

What Does Your Online Presence Say About Your Advising Business?

What Does Your Online Presence Say About Your Advising Business?

You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results? Keep looking, you’re there, somewhere. Hopefully it…

StratiFi Wins Award For Best Compliance Technology

StratiFi Wins Award For Best Compliance Technology

San Francisco, September 13, 2019 – StratiFi Technologies Inc., which is democratizing risk management to help financial advisors and their clients make better financial decisions, announced that it has won the WealthManagement.com 2019 Industry Award for the top Compliance Technology for Financial…

To Grow, RIA Firms Must Achieve Scale without Sacrificing Specialization

To Grow, RIA Firms Must Achieve Scale without Sacrificing Specialization

Leading RIA firms understand that the key to profitable growth is to optimize their ability to specialize in their core business functions of client management and business development, while effectively managing the complexity of growing investment and back-office operations.  But,…

Is Multi-Asset Class Investing the Answer for Concerned Passive Investors?

The wild stock market gyrations this year have shocked investors who had been lulled into complacency during a largely uninterrupted rally over the previous decade. Suddenly, the word ‘volatility’ is dominating stock market discussions, and investors are being warned that…

Getting More from a Client Relationship with Client-Centric Investing

Getting More from a Client Relationship with Client-Centric Investing

It has been nearly a decade since the global financial crisis and, while investors are beginning to regain their confidence in the markets, many are still having difficulty overcoming the trust deficit created by financial advisors who treated them as…

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