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Seamlessly integrate StratiFi into your tech stack.
Our platform integrates a number of powerful tools to help advisors do everything from managing multiple portfolios to improving client relationships.
Understanding risk is an important part of a client’s intelligent financial life. The synchronization of clients’ risk scores across platforms enhances the planning experience by eliminating redundancy and providing more precise results.
We are building a powerful unified wealth management platform that better understands advisors and investors, providing proactive hyper-personalization to improve outcomes. StratiFi’s more nuanced approach to risk creates an ideal partnership opportunity as CircleBlack can represent those insights at the most effective point of impact for advisors and investors. Our partnership with StratiFi arms advisors with a sophisticated new tool to better understand, monitor and communicate complex risk scenarios for individual portfolios.
The Wealthbox team is thrilled to add StratiFi to our ecosystem as a risk management solution. The StratiFi platform is an excellent fit with Wealthbox for our mutual advisor customers to help them make their clients successful.
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.
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