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Smartria® Announces Integration with StatiFi, Developer of Award-Winning PRISM Rating™ Technology

Smartria® Announces Integration with StratiFi, Developer of Award-Winning PRISM Rating™ Technology

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

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

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

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

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,…

Robertson Stephens and StratiFi Technologies Announce New Partnership

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…

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