StratiFi + Charles Schwab: Delivering Risk Analysis to Advisors
StratiFi will now bring its risk assessment tool to advisors on the Schwab Advisor Services custodial platform, helping them build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions.
See StratiFi in action!
Watch a short product tour and learn how to enlighten prospects about risk and build trust with clients.
Seamlessly Integrate Schwab + StratiFi
The integration allows advisors using the Schwab platform to seamlessly pull data from Schwab Advisor Center® into StratiFi for risk management and compliance.
Head of Third-Party Integrations, Digital Advisor Solutions