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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 ...
Addepar Integration: Simplified Risk Analysis with StratiFi
When developing an investment strategy, authentic information sources and real-time data are required by financial advisors to help their customers reach their financial goals. ...
Smartria Integrates StratiFi PRISM Rating | StratiFi
Users of the award-winning Smartria compliance management platform will gain access to real-time integrated portfolio and employee risk dashboards through StratiFi partnership ...
The Trusted Investment Advisor
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3 Min Read
Sequence Risk Analysis for Retirees | StratiFi
Retirement planning is all about managing risk, right?
The Trusted Investment Advisor
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2 Min Read
Don’t Be a Victim of the Markets… Invest in Yourself
You can’t control investors who greed in and out of the markets at the wrong times, right?
The Trusted Investment Advisor
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3 Min Read
4 Different Risk Factors & Why They’re Important
Using advanced methods similar to the leading institutional investors like PIMCO, Stratifi quantifies risk within a portfolio into a simple 1 to 10 scale, with 1 signifying the ...
The Trusted Investment Advisor
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2 Min Read
Why ‘Diversified Portfolios Lessen Volatility’ is a Myth
A risk approach is widely used among institutional investors, but many individual investors and advisors do not broadly understand the concepts and disciplines.
The Trusted Investment Advisor
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3 Min Read
Are You Educating Your Clients on Tail Risk?
In February of 2020, markets experienced an event that nobody had predicted.
The Trusted Investment Advisor
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1 Min Read
Why Some Risk Scores Can Be Risky For a Portfolio…
A risk score is supposed to be an objective, quantitative measurement of an investor’s true risk tolerance and is often used to appropriately align the risk in a portfolio.
BridgeFT & StratiFi Partner: Risk Assessment | StratiFi
News provided by Bridge Financial Technology | Jun 14, 2022, 10:00 ET | Read on PR Newswire
The Trusted Investment Advisor
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3 Min Read
Why It’s Good To Be Contrarian Like Warren Buffet
We couldn’t agree more with Mr. Buffett because volatility is not the definition of risk, is it?
