2018 Industry Awards Winner 2018 Industry Awards Winner >

The StratiFi Edge: August Newsletter

The StratiFi Edge: August Newsletter

Share This Post

Included in this issue:

Webinar Replay: Build Better Portfolios and Cultivate Stronger Client Relationships
New Partnership with MoneyGuide
Webinar Replay: Client Risk and Its Impact on a Financial Plan
Insightful Article: How to talk about risk management to clients in a way they can understand

Webinar Replay: Build Better Portfolios and Cultivate Stronger Client Relationships

Learn how the tight integration between CircleBlack’s wealth management platform and StratiFi’s risk analytics can help advisors build better portfolios and cultivate stronger client relationships.

The replay is available, watch it here!

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 plan.

Read the press release here.

Webinar Replay: Client Risk and Its Impact on a Financial Plan

Better understand your client’s relationship with risk and what it means to the future of their financial plan by joining this live webinar with MoneyGuide and StratiFi.

The replay is available, watch it here!

How to Talk About Risk Management to Clients in a Way They Can Understand

Of all the difficult conversations financial advisors must have with their clients, risk is one of the most challenging. That’s because when advisors think of “risk,” it doesn’t always match their client’s understanding of risk…

Read the article here.

Akhil Lodha
Akhil Lodha Author
Co-founder & CEO StratiFi Technologies

Building the industry standard for understanding portfolio risk through cutting- edge technology at Stratifi.

follow me

Simple, Robust, and Cost-effective.

How can you differentiate yourself, have a positive impact on your clients' financial lives, and build a valuable practice at the same time?

See How StratiFi Can Help