2018 Industry Awards Winner 2018 Industry Awards Winner >

The StratiFi Edge: October Edition

Included in this issue:

– Updates from Q3 + what’s coming soon!

– Join us at Insider’s Forum in a few days

– What is a Tail Event Risk Rating?

We made several product enhancements and feature updates in Q3…

  • Improvements to questionnaire based on feedback from our users
  • Enhancements to integrations with CircleBlack and MoneyGuide
  • Ability to add custom sections to IPS and proposal
  • Speed enhancements to make your experience smoother
  • Billing improvements

…and here is what’s coming in Q4!

  • Proposal enhancements, including a customized asset classification and attaching additional pages
  • Displaying the model risk and model to account mapping on the IPS
  • Further enhancements to our CircleBlack and Addepar integrations
  • Direct integration with Schwab
  • Multiple business profiles, proposal, and email templates
  • Bulk model upload and edit
  • And more…

The StratiFi Edge: October Edition

Join StratiFi at Insider’s Forum!

October 6th to 8th — Omni, Nashville

Bob Veres’ Insider’s Forum conference is the real-world extension of Inside Information, a master study group, provider of newsletters and articles as well as a general “curator” of information found throughout the financial advisory profession.

Get your pass here.

New on the Blog: What is a Tail Event Risk Rating?

A tail event risk rating gives an idea of how vulnerable a portfolio would be in the rare event of a market shock. The distribution of market returns is expected to be normally distributed with the bulk of returns in the middle of the bell curve and fewer returns on either of the tails. Though uncommon, as their name would suggest, left tail events do occur and can be…

Read the article here.

Akhil Lodha Author
Co-founder & CEO StratiFi Technologies

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

follow me

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
Skip to toolbar