Users of the award-winning Smartria compliance management platform will gain access to real-time integrated portfolio and employee risk dashboards through StratiFi partnership September 20, 2022 09:08 AM Eastern Daylight Time KNOXVILLE, Tenn.–(BUSINESS WIRE)–Smartria®, a powerful, easy-to-use cloud-based software solution designed…
BridgeFT & StratiFi Announce Partnership and Integration to Provide Advisors with a Holistic View into Client Wealth and Total Risk
News provided by Bridge Financial Technology | Jun 14, 2022, 10:00 ET | Read on PR Newswire Next-gen wealthtech providers collaborate to make it significantly easier and faster for financial advisors to accurately assess and manage investor risk CHICAGO, June…
Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk
SAN FRANCISCO–(BUSINESS WIRE)–Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to empower more advisors to discuss risks just like they discuss goals in the context of a client’s financial…
UX Wealth Partners Selects StratiFi As Preferred Risk Management Platform
June 15, 2021 10:00 AM Eastern Daylight Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, has been selected by UX Wealth Partners as the preferred risk profiling and proposal software for its RIA partners. UX…
CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures
KINGSTON, N.J., May 19, 2021 /PRNewswire/ — CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their…
StratiFi & Redtail Announce Integration Partnership
The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via single sign-on through their Redtail credentialsMay 05, 2021 10:08 AM Eastern Daylight Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs,…
StratiFi & Wealthbox Announce Integration Partnership
SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs, has announced a new partnership with Wealthbox. The two firms are working together to combine StratiFi’s award-winning PRISM Rating™ technology with Wealthbox’s CRM to enable…
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…
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…
StratiFi Featured in S&P Webinar on Risk Management
San Francisco, April 6, 2020 – Akhil Lodha, StratiFi Technologies’ Chief Executive Officer, recently spoke on a webinar held by S&P Dow Jones Indices (DJI) about the effective strategies financial advisors can take to manage their clients’ risk during volatile…
StratiFi Wins Award For Best Compliance Technology
San Francisco, September 13, 2019 – StratiFi Technologies Inc., which is democratizing risk management to help financial advisors and their clients make better financial decisions, announced that it has won the WealthManagement.com 2019 Industry Award for the top Compliance Technology for Financial…
Know Your Risk with Steve Sears of Stratifi
San Francisco, April 1, 2019 – Steven M. Sears, StratiFi Technologies’ Chief Investment Officer, spoke at the MartinKronicle show, with Michael Martin. During the interview, Steve and Michael discussed the good investor rule, key risk factors surrounding most portfolios, correlation…
Michael Drumm Joins StratiFi Technologies Inc. As Director of Sales
San Francisco, March 11, 2019 – StratiFi Technologies announced today that Mike Drumm has joined as Director of Sales. Drumm, who has led sales efforts across the wealth-management industry, will help accelerate the commercialization of StratiFi’s award-winning technology at…
Steven M. Sears To Speak At The CBOE Risk Management Conference
San Francisco, March 6, 2019 – Steven M. Sears, StratiFi Technologies’ chief investment officer, will be speaking at the Chicago Board Options Exchange’s Risk Management Conference. The conference is the premier event for risk-management executives. Mr. Sears will moderate a…
StratiFi Participates At Charles Schwab Event for Financial Planners and Compliance Officers
San Francisco, February 14, 2019 – StratiFi Technologies Inc. announced today that it is a premier sponsor of a Charles Schwab conference, Regulatory Hot Topics: Preparing for 2019 for Financial Planners and Compliance Officers. The Feb. 28 event, presented by the…
Stocks, Bonds and Other Diversification Pairings at Risk: Steven Sears
In an essay for AdvisorHub, StratiFi’s Chief Investment Officer Steven M. Sears has alerted investors to the risk that rising inflation has on traditional portfolio allocations. Should inflation, which has been unusually low for much of the past decade, rise,…
StratiFi Technologies will be participating in “The Asset / WealthTech Advisory”
San Francisco – January 9, 2018 – StratiFi Technologies Inc. will be participating in The Asset / WealthTech Advisory Collaboration on January 29 organized by Plug & Play and Morningstar @ the Plug and Play Tech Center. The venue will gather top technologies and companies from the Asset…
Steven M. Sears: “The Behavior in the Market is not Normal”
Steven M. Sears, StratiFi Technologies’ chief investment officer, was recently interviewed by TD Ameritrade for his views on the stock and options market, and economy. He raised concerns about the unusually erratic nature of the stock market, offered some insights…
StratiFi and Omni Global Partner To Empower Advisors With Risk Management Technology
San Francisco, October 2, 2018 – StratiFi Technologies Inc. announced today a partnership with Omni Global Group Ltd. Omni has integrated StratiFi’s PRISM Rating™ technology into its Omniscient CRM platform. The partnership will enable advisors to access risk-management tools that…
StratiFi Wins Award For Best Risk Tolerance / Client Profiling Technology
San Francisco, September 17, 2018 – StratiFi Technologies Inc., which is democratizing risk management to help financial advisors and their clients make better financial decisions, announced that it has won the WealthManagement.com 2018 Industry Award for the top Risk-tolerance /…
StratiFi’s Akhil Lodha To Speak At MoneyShow
San Francisco, August 20, 2018 – StratiFi Technologies Inc. announced that Akhil Lodha will speak at The MoneyShow, a major investment conference. Mr. Lodha, StratiFi’s co-founder and chief executive officer, will deliver an, educational presentation, “How Investors Can Manage Risk…
StratiFi Announces Occam To Advance Investor Education, Risk-Adjusted Investing
San Francisco, August 15th – StratiFi Technologies, which is democratizing risk management to help everyone make better financial decisions, announced the launch of Occam, a financial education and media eco-system. Occam was conceived by Steven M. Sears, a former Barron’s…
StratiFi’s Steve Sears Analyzes Tech Sector For TD Ameritrade
San Francisco, August 7 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network to discuss technology sector trading patterns ahead of key earnings reports. Mr. Sears discussed trends in the…
StratiFi’s Steve Sears Deconstructs The Stock and Bond Market For TD Ameritrade
San Francisco, June 22, 2018 – StratiFi Technologies’ announced that Steven M. Sears, the company’s chief market strategist, recently appeared on the TD Ameritrade Network. Mr. Sears discussed liquidity in the stock market, how investors are seeking safety in large-capitalization technology stocks…
StratiFi’s Steve Sears To Deliver Keynote Address at WealthTech 2018
San Francisco, June 19, 2018 – StratiFi Technologies Inc. today announced that Steven M. Sears, the company’s chief market strategist, will deliver the keynote speech at Wealthtech 2018. Mr. Sears will discuss how technology can help financial advisors and their clients better…
StratiFi Technologies Named Finalist for Industry Awards by WealthManagement.com
San Francisco, June 12, 2018 – StratiFi Technologies Inc. today announced that it was named a finalist for the 2018 WealthManagement.com Industry Awards. StratiFi’s PRISM RatingTM software, which brings sophisticated, yet intuitive, risk management tools to advisors and investors, was selected as one of three finalists in…
StratiFi Technologies Announces Series A Funding Round
San Francisco, May 04, 2018 – StratiFi Technologies Inc., whose technology solutions help advisors improve investment outcomes for clients, while increasing the stability of their own businesses, has announced a Series A funding round that was led by Anthemis Group. StratiFi raised…
