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Watch Now: CircleBlack + StratiFi — Build Better Portfolios and Cultivate Stronger Client Relationships

WATCH NOW

Build Better Portfolios and Cultivate Stronger Client Relationships

Hear from Sarah Rasmuss, CPO of CircleBlack, and Akhil Lodha, CEO of StratiFi as they discuss how the integration allows advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently.

Get a Special Discount

CircleBlack customers will recieve a special discount on all StratiFi plans.  Schedule a demo to learn more!