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StratiFi

@StratiFi_Inc

StratiFi is a FinTech company empowering financial advisors to better protect client portfolios with our simplified risk management technology.

San Francisco, CAstratifi.com2016年11月からTwitterを利用しています

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StratiFiさんのツイート

StratiFi

@StratiFi_Inc

7月9日

You've probably heard of Robinhood, the trading app that has become exceedingly popular especially among new investors. But before your clients purchase investments there, it's important to explain the potential downsides of beginner investing accounts.

Don’t Let Your Clients Be Fooled by Randomness

It's no secret that the Robinhood mobile app makes it easy for beginners to start investing. However, it's unlikely that everyone understands the potential risks of using Robinhood to purchase...

Because risk is an inherent part of any investment portfolio, it's important to convey to clients how they can manage their risk and prepare for events such as market crashes or recessions. Learn more about how advisors can also be skilled risk managers.

Financial Advisors Need to Be Risk Managers

When it comes to your client's investment or retirement portfolios, there's always some level of risk. Because of this, measures such as diversification, asset allocation, and dollar cost averaging...

With in-person meetings now much less feasible, StratiFi is eager to help you maintain efficient collaboration with your teammates. Check out the new additions to our platform that make coordination and organization easier than ever. stratifi.com/product-update

StratiFi

@StratiFi_Inc

6月2日

It has never been easier for people to automate their finances and purchase investments online, so why bother hiring a financial advisor anymore? Learn about why a financial advisor is still just as useful for clients to achieve their financial goals.

How to Explain the Benefits of Having a Financial Advisor

The most successful people in the world have coaches. Top athletes, CEOs of major corporations, and entrepreneurs all have trusted advisors that help improve performance. So, how can you convey this...

How can you continue to help clients effectively now that advising has moved toward a virtual environment? These easy-to-follow methods will ensure that you can maintain success as an advisor amidst online client interactions. #virtualadvising

Virtual Advisor: Best Practices for Online Meetings

For the foreseeable future, face to face client interactions will not be an option, especially with the risk to immunocompromised and elderly clients. Unfortunately, online web and video conferenci...

If you didn't get a chance to see last month's product newsletter, be sure to check out our website's Product Updates section. We're always trying to improve our platform based on users' needs and would love to hear your feedback as well.

Tools to Navigate Volatile Markets

Do volatile markets scare your clients? Check out these new features from StratiFi. Given the uncertain times that the world is facing currently, StratiFi is continuously adapting and evolving for...

You're likely no longer a stranger to video calls and often hard-to-coordinate virtual meetings. With so many options to choose from, we've created a guide to the top 7 conferencing tools to help you find what's best for your team.

Breaking Down the Top Virtual Conferencing Tools

There are so many existing platforms that are being used right now to bring previously in-person gatherings -- conferences, meetings, celebrations -- online. The wealth of options and feature...

The Tip of the Week is now up on our website's new Product Updates section, where we'll be filling you all in on the new changes we implement. Go check out how to easily merge client accounts in just 4 steps! #riskmanagement

Merging Client accounts

Tip of the week Looking into merging client accounts? The ‘Assign to another client’ tab allows you to merge accounts in a few simple steps: Click on the account you want to merge to open the profile...

Bear markets, recessions, depressions, these are all inevitabilities that are never fun to go through. We offer some tips on how to help you guide conversations with your clients.

Calming Your Clients – How to Position Volatile Markets

Source: Stockcharts These are stressful times. When the markets are strong, advisors can keep their client base on autopilot and can grow at the pace they want. However, at times like these, when...

We’re pleased to announce our new partnership and integration with

@StratiFi_Inc

! This partnership puts Stratifi security risk analytics at the fingertips of #RIA’s as they rebalance their client portfolio’s inside AdvisorPeak. #T32020 #trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

An innovative partnership that allows financial advisors to seamlessly trade and rebalance portfolio so they are in line with clients' risk tolerance

StratiFi now integrates with AdvisorPeak

With this partnership, our proprietary PRISM analysis scores can be embedded directly within AdvisorPeak’s trading & rebalancing platform - allowing for portfolio management with real-time risk management

Merry Christmas & Happy Holidays from StratiFi!

StratiFi

@StratiFi_Inc

2019年11月27日

Happy Thanksgiving from the StratiFi team.

Wishing you a happy holiday season!

StratiFi

@StratiFi_Inc

2019年11月7日

ICYMI: On Tuesday we announced our direct integration with

@SSCAdvent

's Black Diamond Wealth Platform. Read the press release here. hubs.ly/H0lHxPx0 #StratiFi #BlackDiamond #Integration #RiskAnalysis #FinTech

StratiFi

@StratiFi_Inc

2019年11月5日

StratiFi is excited to announce our direct integration with the Black Diamond Wealth Platform.

Our mutual clients can now effortlessly quantify risk for a differentiated client experience and effective oversight.

StratiFi

@StratiFi_Inc

2019年10月31日

Crypto-keepers have you feeling scared this Halloween?

Read Managing Crypto-Inclined Clients... hubs.ly/H0lzp640 #StratiFi #RiskAnalysis #FinTech #Crypto #Halloween

Managing Crypto-Inclined Clients

Whatever your view on cryptocurrency, many of your present and future clients likely own, or want to own, digital currency. According to a recent survey conducted by Blockchain Capital, 30% of people...

Spooked this Halloween season about clients leaving your practice?

Read about building client loyalty and avoiding unfaithful clients on our blog… hubs.ly/H0lvzMC0 #StratiFi #RiskAnalysis #FinTech #FinancialAdvisors

The Unfaithful Client

Your client is worth $25 million, yet you only manage a small portion of that total. Sound familiar? The issue of clients with accounts spread across multiple advisory firms often arises during...

What is Behavioral Finance and how can you use it to help prevent your clients from making Behavioral Investing Mistakes?

Protecting Your Clients from Behavioral Investing Mistakes

“The investor’s chief problem – even his worst enemy – is likely to be himself.” – Benjamin Graham A key to understanding behavioral finance is understanding that investments do not necessarily cause...

What is the higher purpose of a financial advisor?

Read more on our blog… hubs.ly/H0ljhFD0 #StratiFi #RiskAnalysis #FinTech #FinancialAdvisors

The Higher Purpose of Financial Advisors

More than any other type of professional advisor – be it a doctor, a lawyer, an accountant or a counselor – financial advisors have an extraordinary opportunity to build a profitable business around...

To truly understand your clients you must go beyond the basic client profile and use a client persona to develop a much deeper profile of who they are. Read more about creating your client persona...

hubs.ly/H0l3CYN0 #StratiFi #RiskAnalysis #FinTech #Clients