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Partner | Charles Schwab

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.

“Across our platform, we’re seeing advisors embrace the benefits of integrated technology more than ever. We’re collaborating with fintech innovators like StratiFi so that, collectively, we can enable advisors to optimize their business and deliver a better experience for clients.”
— Kartik Srinivasan
Head of Third-Party Integrations, Digital Advisor Solutions
Schwab