San Francisco, October 2, 2018 – StratiFi Technologies Inc. announced today a partnership with Omni Global Group Ltd.
Omni has integrated StratiFi’s PRISM Rating™ technology into its Omniscient CRM platform. The partnership will enable advisors to access risk-management tools that are normally the purview of sophisticated institutional investors.
“We are pleased to be included on Omni’s powerful CRM platform to help advisors to better manage client accounts by understanding risks not only for their clients but also for their entire practices. We believe that this deeper view of investments that uses big data and analytics will help advisors efficiently manage their practices so they can spend more time growing their businesses, while differentiating themselves from competitors,” said Akhil Lodha, StratiFi’s co-founder and chief executive.
“Omniscient provides advisors with innovative solutions and technologies to help them manage and grow their businesses. Risk management is the next frontier of the financial technology revolution, and we are glad to offer StratiFi’s award-winning technology to our clients,” said Felipe Luna, Omni’s founder and chief executive.
About StratiFi Technologies
StratiFi Technologies Inc. helps investors make smarter investment decisions.
We enable investment advisors, family offices and investors to define and manage risks that are often hidden, or not well understood, within their client’s portfolios. Our PRISM Rating™ technology democratizes risk management techniques that are normally the purview of sophisticated institutional investors. By identifying, defining, and managing risks, StratiFi helps financial advisors help their clients, and also protect and grow their practices. By educating clients about the realities of markets, advisors can deepen relationships, and better help investors confront the challenges of modern markets and the demands of modern life.
StratiFi, based in San Francisco and New York, is backed by key investors who are focused on financial technology, including Cboe Global Markets, Wolverine Holdings, and leading venture capital firms, including Anthemis Group, Khosla Ventures and Y Combinator.
To learn how StratiFi can help you become a better investor, please visit https://www.stratifi.com
About Omni Global
Omni is a rapidly growing fintech company providing enterprise resource planning (ERP) solutions and value-added services to Registered Investment Advisors (RIAs) and Broker/Dealers (B/Ds) and their reps. Our fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale allowing our Advisors to focus on clients instead of the back office.
StratiFi Investor and Media Contacts
Akhil Lodha/Steve Sears
press@stratifi.com
Omniscient CRM Media Contacts
Felipe Luna, CEO
info@omniscientcrm.com