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…
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…
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,…
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…
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