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Insights for RIAs and Broker-Dealers

Risk, compliance, operations and practice management insights for RIAs and broker-dealers — from the StratiFi team and industry contributors.

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| 1 Min Read

Lead Generation Widget for Advisors | StratiFi

Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you give prospects something valuable, like the opportunity to assess their ...
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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:
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| 3 Min Read

Myth #5- Retirees Are Conservative Investors

At a Barron’s conference of the nation’s top financial advisors, a speaker noted that about 90% of all retirement accounts are in distribution mode. This reflects the fact that ...
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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:
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| 5 Min Read

Managing Crypto-Inclined Clients

Whatever your view on cryptocurrency, many of your present and future clients likely own, or want to own, digital currency. So, how do you manage a client with cryptocurrency ...
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| 3 Min Read

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 ...
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| 3 Min Read

Myth #3: Tail Risks Are Rare

The investment year is divided into 252 days. On most days, investors know what will happen, but they don’t know how the financial markets will respond. A variety of analytical ...
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| | | | 5 Min Read

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 ...
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| 4 Min Read

Stock Concentration: Risk and Opportunity

I’ve been advising StratiFi on its risk assessment and risk management software offering in large part because it encompasses stock concentration in its risk metrics. Over many ...
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| | 2 Min Read

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. ...
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