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The StratiFi Edge: January Edition

The StratiFi Edge: January Edition

Included in this issue:

StratiFi Product Enhancements (video below)

– Integration with Charles Schwab is Coming Soon

Webinar: StratiFi Risk + CircleBlack Portfolio Management

MoneyGuidePro Enhancement


StratiFi Product Enhancements

New features are being released! Watch the video above for details.

  1. Profile Enhancement Advisors can add a second location in addition to corporate headquarters
  2. IPS & Proposal Template Enhancements – Now you can create multiple templates to use for different types of clients
  3. Customized Asset Classification – Allows our users to use their own taxonomy for asset classification
  4. Feedback Widget – Have an idea for a new feature? Use the Feedback Widget to suggest ideas or vote on new features and enhancements

Charles Schwab Integration

Charles Schwab Integration, Coming Soon!

Our integration with Charles Schwab is moving into production! Our mutual customers will be able to sync their Schwab data into StratiFi seamlessly via our SSO integration. Look out for our beta test announcement.

CircleBlack Webinar

On The Horizon: CircleBlack + StratiFi Webinar

We are currently planning to host a webinar with Sarah Rasmus, CPO at CircleBlack in February, 2022. Watch your inbox for an invitation and RSVP to learn more.

MoneyGuide Integration

MoneyGuidePro Integration Enhancement

We’re enhancing our integration so you can see StratiFi’s Risk Tolerance Scores inside your MoneyGuidePro account. This enhancement should be coming out later this month.

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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