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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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| | 3 Min Read

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 ...
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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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| | 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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| | 2 Min Read

Martin Plachko Joins StratiFi to Lead Sales | StratiFi

SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, asset managers and broker-dealers has hired Pershing, ...
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| 2 Min Read

StratiFi Featured in S&P Webinar on Risk Management

San Francisco, April 6, 2020 – Akhil Lodha, StratiFi Technologies’ Chief Executive Officer, recently spoke on a webinar held by S&P Dow Jones Indices (DJI) about the effective ...
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| 2 Min Read

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 ...
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| 1 Min Read

Know Your Risk with Steve Sears of Stratifi

San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer, spoke at the MartinKronicle show, with Michael Martin.
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