StratiFi – One Stop Shop Risk Analysis And Compliance Software For The Wealth Management Industry
So far in 2022, we’ve made several exciting updates including support for multiple templates for Proposals & IPS, the option to display securities when listing assets in reports, and more. 1. Support for multiple templates for Proposal and IPS About…
In December, we’ve made several exciting updates including adding the Portfolio Risk Score section to IPS, improving the custom section’s inline editor, and more. Scroll down for our full list of enhancements this month. 1. Improved custom section’s inline editor…
New Enhancement: Customize asset classification and improved asset listing look and feel This enhancement provides the control to the advisor on how to list and name the different asset classes and sectors when generating reports. It also improves readability on…
1. Risk tolerance update filter Users’ problem we aim to solve: “I want to see the list of my clients who submitted the risk tolerance questionnaire answers in the last week/month. I get emails whenever they submit the answers, but…
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…
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.…
1. Enhanced Account Settings for Proposal and IPS Users’ problems we aim to solve: “I need to show my clients which accounts are taxable and which are tax-exempt when I present the investment proposals.” “Each account can have its own…
1. Model Portfolio Compare, Edit, and Analyze (in beta) Problems we aim to solve: “When I create models or rebalance my client’s portfolios, I want to see what each change will make on the risks and performances.” “I want an…
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…
Tip of the week Looking into merging client accounts? The ‘Assign to another client’ tab allows you to merge accounts in a few simple steps: Click on the account you want to merge to open the profile of the client…
Stratifi offers easy to use features that enable our users to evaluate clients’ portfolio risk. This is highlighted in the following steps: Under the advisors’ page, select the specific client that you’d like to evaluate the risk for From the…
Collaboration is one of the most important characteristics of any successful team, and especially now that in-person meetings are less feasible, it’s crucial to have a platform that makes virtual coordination easy. We’ve implemented a number of new features to…
Surveillance Tab Overview By accessing the surveillance tab under “compliance” you can get a high-level overview of your practice – including aggregated PRISM and risk tolerance scores. Easily click to expand each advisor for additional information. Surveillance information can be…
Editable Proposal Generation We recently enhanced our Proposal feature to match the functionality of our Investment Policy Statement. All sections of the proposals are now editable and hide-able. To allow for full flexibility and control StratiFi aims to make our…
See the redesigned Analytics page with new widgets that help give you deeper insight into actionable items for you and your clients. Most reports can be run at the account, prospect/client & household level. Click the here to access a 45 second video.…
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…
Trying to manage numerous clients, each with diverse portfolios and unique investment goals, can be a cumbersome task. It’s difficult to oversee so many moving parts. Fortunately, StratiFi has developed new features and formed new partnerships to help you coordinate…
Do volatile markets scare your clients? Check out these new features from StratiFi. Given the uncertain times that the world is facing currently, StratiFi is continuously adapting and evolving for financial advisors’ critical needs to help navigate volatile markets. These…
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