CircleBlack and StratiFi: Build Better Portfolios and Cultivate Stronger Client Relationships
In this live webinar, 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!
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.
During this webinar, see a demonstration of how the two platforms work seamlessly together to represent those insights at the most effective point of impact for advisors and investors.
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