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Partner | CircleBlack Wealth Management

StratiFi + CircleBlack

Access StratiFi Risk Scores from your CircleBlack portal to gain insight into your clients’ portfolio risk.
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"We are building a powerful unified wealth management platform that better understands advisors and investors, providing proactive hyper-personalization to improve outcomes. StratiFi's more nuanced approach to risk creates an ideal partnership opportunity as CircleBlack can represent those insights at the most effective point of impact for advisors and investors. Our partnership with StratiFi arms advisors with a sophisticated new tool to better understand, monitor and communicate complex risk scenarios for individual portfolios."

Alex Sauickie, CEO, CircleBlack Tweet

Join Our Webinar

Join us for a webinar to see how CircleBlack and StratiFi integrate together to help advisors save time and grow their practice.

Live Webinar!
Join us on March 2nd @ 4pm EST

How an Outstanding Digital Experience Exceeds Investor Expectations

Join Sarah Rasmuss, CPO at CircleBlack, and Akhil Lodha, CEO of StratiFi, as they discuss how an Outstanding Digital Experience can help advisors meet Investors’ expectations and solidify the advisory relationship.
Sarah Rasmuss

Chief Product Officer
CircleBlack

Akhil Lohda

Co-Founder, CEO
StratiFi

Watch a pre-recorded webinar.

Build Better Portfolios and Cultivate Stronger Client Relationships

Learn how the integration between CircleBlack’s wealth management platform and StratiFI’s risk analytics can help advisors build better portfolios and cultivate stronger client relationships!
Sarah Rasmuss

Chief Product Officer
CircleBlack

Akhil Lohda

Co-Founder, CEO
StratiFi