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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

Steve Sears Keynote at WealthTech 2018 | StratiFi

San Francisco, June 19, 2018 – StratiFi Technologies Inc. today announced that Steven M. Sears, the company’s chief market strategist, will deliver the keynote speech at ...
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| 2 Min Read

StratiFi Technologies Named Finalist for Industry Awards by WealthManagement.com

San Francisco, June 12, 2018 – StratiFi Technologies Inc. today announced that it was named a finalist for the 2018 WealthManagement.com Industry Awards.
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| 5 Min Read

StratiFi Technologies Announces Series A Funding Round

San Francisco, May 04, 2018 – StratiFi Technologies Inc., whose technology solutions help advisors improve investment outcomes for clients, while increasing the stability of their ...
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