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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…

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you give prospects something valuable, like the opportunity to assess their portfolio risk for free, they give you something in return—their email address.…

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…

Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

Do you know having both PRISM scores and Risk Tolerance scores allow advisors to leverage StratiFi’s powerful widgets to supercharge their compliance?  You can quickly spot which of your clients are out of your pre-defined “drift” range. Clicking into the…