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
Austin Johnson
Subject Matter Expert & Trainer
Redtail
Akhil Lohda
Co-Founder, CEO
StratiFi
Transform Your Practice With Modern Technology for Modern Advisors
Kyle Wiggs
CoFounder, Managing Partner
UX Wealth Partners
Akhil Lohda
Co-Founder, CEO
StratiFi
