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8 Min Read
SEC Exam Priorities 2026: What RIAs Need to Know and Do Now
Each year, the SEC's Division of Examinations publishes its examination priorities — a...
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8 Min Read
Rule 206(4)-7 Annual Review Requirements: A Practical Guide for RIAs
Rule 206(4)-7 annual review is one of the most consistently cited deficiency areas in SEC...
8 Min Read
SEC Exam Preparation for Investment Advisors: A Practical Guide
SEC exam preparation for investment advisors is not an event — it is a continuous discipline. Yet...
Product Updates
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3 Min Read
July 2021 Product Release Updates
1. Risk tolerance update filter
Users’ problem we aim to solve:
Product Updates
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1 Min Read
Convert Leads into Prospects with StratiFi’s Lead Generation Widget
Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you...
Product Updates
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3 Min Read
June 2021 Product Release Updates
1. Enhanced Account Settings for Proposal and IPS
Users’ problems we aim to solve:
Product Updates
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4 Min Read
May 2021 Product Release Updates
1. Model Portfolio Compare, Edit, and Analyze (in beta)
Problems we aim to solve:
Product Updates
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1 Min Read
Merging Client Accounts
Tip of the week
Looking into merging client accounts?
Enhancing Collaboration, Speed, and Simplicity
Collaboration is one of the most important characteristics of any successful team, and...
