Investment Policy Statement Archives - StratiFi Technologies Inc

How To Generate A Household-Level Investment Policy Statement

Please note that this feature will not be present unless the household has at least two (2) clients

Pershing, Invesco, PowerShares Alumni Martin Plachko Joins StratiFi to Lead Sales and Business Development

SAN FRANCISCO, February 24, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, asset managers and broker-dealers has hired Pershing, Invesco alumni Martin Plachko, CIMA® to lead its growth and expansion. Mr. Plachko is an industry veteran and entrepreneur…

The Five Myths that Put Portfolios at Risk: A Five-Part Series

Risk has always been present for investors. It used to be that a diversified stock and bond portfolio was usually enough to protect clients from the worst of the financial markets and global economy. As clients aged or grew more…

Robertson Stephens and StratiFi Technologies Announce New Partnership

February 18, 2021 10:02 AM Eastern Standard Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating…