StratiFi + Redtail
Client data will automatically sync from Redtail’s CRM to StratiFi, providing efficiencies for firms that utilize both technology providers.
Core to our beliefs is that advisors require a streamlined and thoughtful approach when they communicate internally as well as with the investors that they serve. It’s a given that the appetite for risk differs for all investors depending on where they are in their financial lives. Together with StratiFi, our shared clients will be able to better understand, track and provide advice and action against current risks facing their portfolios, effortlessly.
Watch a pre-recorded webinar.
Build Better Portfolios and Cultivate Stronger Client Relationships
Learn how the integration between CircleBlack’s wealth management platform and StratiFI’s risk analytics can help advisors build better portfolios and cultivate stronger client relationships!
Sarah Rasmuss
Chief Product Officer
CircleBlack
Akhil Lohda
Co-Founder, CEO
StratiFi
