StratiFi + CircleBlack
"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."
Watch Our Webinar
Join us for a webinar to see how CircleBlack and StratiFi integrate together to help advisors save time and grow their practice.
Join us on March 2nd @ 4pm EST
How an Outstanding Digital Experience Exceeds Investor Expectations
Sarah Rasmuss
Chief Product Officer
CircleBlack
Akhil Lohda
Co-Founder, CEO
StratiFi
Build Better Portfolios and Cultivate Stronger Client Relationships
Sarah Rasmuss
Chief Product Officer
CircleBlack
Akhil Lohda
Co-Founder, CEO
StratiFi
