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The StratiFi Edge: December Edition

As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!

The StratiFi Edge: November Edition

Included in this issue:

Join us at Valor Virtual Investment Conference

  • Product Enhancement: Customized Asset Classification

  • Webinar Replay: Transform Your Practice with Modern Technology

  • Access our Lead Generation Risk Widget


Valor University December Event

Earn 5 CEs at Valor Virtual Investment Conference

We’re participating in the Valor Virtual Investment Conference on Wednesday, December 8th! Hear from Akhil Lodha, CEO from 3:20 to 4:15 EST in a discussion about Fiduciary Services & Business Growth Tools.

Join the event here!


Enhancement: Customize Asset Classification and improved asset listing look and feel.

This new enhancement provides you with control for how to list and name the different asset classes and sectors when generating reports. It also improves readability on the asset list. It offers a greater degree of customization and personalization when it comes to asset listing, making the StratiFi reports more useful and customer ready!

Read more about this enhancement here.


Webinar Replay: Transform your practice with modern technology for the modern RIA

On November 17th, we hosted a webinar with UX Wealth Partners. Watch the replay today and discover how advisors are leveraging leading tools in CRM, portfolio management, client engagement, and risk analysis to build a unified tech stack to deliver better outcomes for their clients.

The RIA of the future is bold and UX Wealth is partnering with advisors to help them save time, improve investment outcomes and enhance client experiences!

Watch the replay here!


Risk Analysis Software

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Use StratiFi’s Referral and Lead Generation Widget to prospect leads, grow your book, and increase your revenue.

Install our lead generation widget on your website to convert visitors into prospects and include our widget in your email signature to make it easier for your prospects to engage with you.

How to install (click here).

Akhil Lodha Author
Co-founder & CEO StratiFi Technologies

Building the industry standard for understanding portfolio risk through cutting- edge technology at Stratifi.

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Additional Advisor Resources

Bob Veres features StratiFi in ‘Inside Information’ February 2022 Edition

Bob asks, “Is it really possible that a portfolio risk assessment tool for wealth managers could be as sophisticated as the algorithms that institutional teams are using?”

The Cash Hoarder Playbook for Advisors

Learn how to convince a cash hoarder to invest wisely.
  • Key behavior attributes of a cash hoarder
  • Tools to assess their risk profile and identify their motives
  • Strategies to overcome push-back
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