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Financial Advisor Essentials

A comprehensive guide covering topics such as financial planning, investment analysis, compliance, and practice management.

Beginner’s Guide to Uncovering Hidden Dimensions of Risk In Client Investment Portfolios

A well-diversified investment portfolio is a key component of any financial plan and as an experienced financial advisor, you know that risk is inherent in any investment. However, there are often hidden risks that can impact your clients’ portfolios and asset management in ways you may not expect. 

Elevate Your Brand With New & Improved PDFs, Mobile-Friendly RTQs, + More

We’ve been hard at work releasing new software features and talking with advisors to discover new...

January 2023 Product Enhancements

Over the past several months, we’ve made many product enhancements including two-factor...

UX Wealth Partners: Risk Profiling and Proposal Software with StratiFi

In order to increase or prevent a decrease in value, your wealth—as measured by both goods and...

Envestnet | MoneyGuide: Improving Clients’ Understanding of Risk with StratiFi

The financial technology market is huge. This is the era where people are seeking the help of...

Investment Policy Statement Software for Financial Advisors: Discover How to Create an IPS in Under 5 Minutes Using StratiFi

Given recent periods of exceptional market volatility and predicted reduced investment returns over...

13 Ways To Evaluate Your Current Risk Analysis Solution

As we come into the home stretch for 2022, I hope you’re on track to reach your goals.

Are Low-Vol Investments Good Hedges?

They may actually exacerbate risk during market crashes.

By Brad Zigler | Oct 10, 2022 | ...

Redtail Integration: Analyzing Risk with StratiFi

The requirement for a comprehensive operation and Redtail customer relationship management tool is...

The High Risk of Low-Volatility ETFs