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The StratiFi Edge: February Edition

Included in this issue:

Webinar: StratiFi Risk + CircleBlack

 – Bob Veres Inside Info Features StratiFi

– Latest Product Enhancements, including Drift Exceptions Update (video below)

– New RegBI Blog Article

 

WEBINAR ON MARCH 2 @ 4PM EST

CircleBlack + StratiFi: How an Outstanding Digital Experience Exceeds Investor Expectations

Join Sarah Rasmuss, Chief Product Officer at CircleBlack, and Akhil Lodha, CEO of StratiFi, as they discuss how an Outstanding Digital Experience can help advisors meet Investors’ expectations and solidify the advisory relationship.

Click here to save your spot.


Bob Veres’ Inside Information February 2022 Edition features StratiFi

Bob Veres recently released his latest edition of Inside Information featuring StratiFi in the segment, “Risk Assessment on Steroids”.

He explores the question, “Is it really possible that a portfolio risk assessment tool for wealth managers could be as sophisticated as the algorithms that institutional teams are using?”

His key takeaways — “Advisors can show prospects the difference between the risks they’re comfortable with and the risks they’re taking, and then provide an analysis that demonstrates a high degree of portfolio management sophistication.”

Click here to download & read the article!




StratiFi Product Enhancements Overview

This month’s new releases include:

– Support for multiple templates for Proposal and IPS

– Option to display securities when listing assets in reports

– Custom addresses for reports

– Improvements to Drift Exceptions manager (watch video above)

Click here to read more about the enhancements.


RegBI Enforcement is Here! Is Your Firm Ready?

While there has been some complacency by some firms to fully implement technologies, processes, and policies to ensure Reg BI’s mandates, their timeline has already passed, leaving them subject to SEC enforcement. The SEC’s Division of Enforcement likely is taking a two-part approach in their examination…

Click here to read the full article.

Akhil Lodha Author
Co-founder & CEO StratiFi Technologies

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

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Additional Advisor Resources

Bob Veres features StratiFi in ‘Inside Information’ February 2022 Edition

Bob asks, “Is it really possible that a portfolio risk assessment tool for wealth managers could be as sophisticated as the algorithms that institutional teams are using?”

The Cash Hoarder Playbook for Advisors

Learn how to convince a cash hoarder to invest wisely.
  • Key behavior attributes of a cash hoarder
  • Tools to assess their risk profile and identify their motives
  • Strategies to overcome push-back