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Partner | UX Wealth Partners

StratiFi + UX Wealth Partners

UX Wealth Partners selected StratiFi as the preferred risk profiling and proposal software for its RIA partners. This integration helps advisors focus on managing clients and growing their business.

"With the volume of data now overwhelming even the best human minds, technology has come so far that we can now confidently leverage machine learning and artificial intelligence to pursue better investment outcomes for clients. We wanted a risk profiling partner that shares our passion for leveraging technology to create better outcomes. After a year of due diligence, the technology, culture, and team at StratiFi were the perfect fit."

Watch Our Webinar

Watch our webinar to see how UX Wealth Partners and StratiFi integrate together to help advisors save time and grow their practice.

Live Webinar!
Join us on May 17 @ 1 pm EST

How StratiFi and Redtail Work Together

Join Austin Johnson, Subject Matter Expert & Trainer at Redtail, and Akhil Lodha, CEO of StratiFi, as they discuss how StratiFi and Redtail work together.
Austin Johnson

Subject Matter Expert & Trainer

Akhil Lohda

Co-Founder, CEO

Transform Your Practice With Modern Technology for Modern Advisors

In this webinar, StratiFi and UX Wealth Partners discuss how advisors are leveraging leading tools in CRM, portfolio management, client engagement, and risk analysis to build a unified tech stack to deliver better outcomes for their clients!
Kyle Wiggs

CoFounder, Managing Partner
UX Wealth Partners

Akhil Lohda

Co-Founder, CEO

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