hamburger
Book a Demo
sign-1
Book a Demo
hamburger
sign-1
Book a Demo
hamburger

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.

View all blogs

Choose category

| | 3 Min Read

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 ...
Read More
| | | 4 Min Read

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
Read More
| | | | 4 Min Read

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 ...
Read More
| | | | 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 ...
Read More
| | 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. ...
Read More
| | 2 Min Read

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, ...
Read More
| 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 ...
Read More
| 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 ...
Read More
| 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.
Read More
Prev 1 2 3 Next

Subscribe and stay up-to date with the latest from StratiFi

Frame 1321319448

Choose The Future. Choose Independence. Choose StratiFi.

Book a demo