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The StratiFi Edge: November Edition

Included in this issue:

You’re invited! Webinar with UX Wealth Partners

– Join us at #XYPNLive 2021 in Denver or online

– Highlights from last month’s conferences

The StratiFi Edge: November Edition

Topic: Transform your practice with modern technology for the modern RIA

Webinar on Wednesday, November 17th at 1 pm PST

Join this live webinar with Kyle Wiggs from UX Wealth Partners and Akhil Lodha, CEO of StratiFi to 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.

The replay is available, watch it here!

Join StratiFi at #XYPN Live 2021!

November 8 – 11, 2021  |  Denver, CO or online

This is THE can’t-miss event for fee-for-service financial advisors. Why? Because even advisors need advice. Whether together in Denver or from the comfort of your couch, we’ll see you there.

Stop by booth #415 and talk with our team!

 Thanks for joining us!

The StratiFi team had a blast attending Excel 2021 Conference in Las Vegas and Bob Veres’ Insider’s Forum in Nashville.

Thank you to all who attended and came to chat with us! We can’t wait to see you at #XYPN Live or at another event in 2022.

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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