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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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| | 11 Min Read

PRISM 2.0: A New Era in Risk Assessment

Risk assessment just got a major upgrade. After four months of intensive development and testing, PRISM 2.0 is here. It's not just an update—it's a complete reimagining of how we ...
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| 3 Min Read

Elevate Your Brand With New & Improved PDFs, Mobile-Friendly RTQs, + More

We’ve been hard at work releasing new software features and talking with advisors to discover new ways to add value to provide value! 🙌
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| 3 Min Read

January Product Enhancements

Over the past several months, we’ve made many product enhancements including two-factor authentication, enabling a team section for advisors, adding yielded dividends to ...
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| 4 Min Read

January 2022 Product Release Updates

So far in 2022, we’ve made several exciting updates including support for multiple templates for Proposals & IPS, the option to display securities when listing assets in ...
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| 3 Min Read

December 2021 Product Release Updates

In December, we’ve made several exciting updates including adding the Portfolio Risk Score section to IPS, improving the custom section’s inline editor, and more. Scroll down for ...
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| 1 Min Read

Customized Asset Classification

New Enhancement: Customize asset classification and improved asset listing look and feel This enhancement provides the control to the advisor on how to list and name the different ...
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| 3 Min Read

July 2021 Product Release Updates

1. Risk tolerance update filter Users’ problem we aim to solve:
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| | | | 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 ...
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| 1 Min Read

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

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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| 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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