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Financial Advisor Essentials

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

StratiFi Technologies Announces Series A Funding Round

San Francisco, May 04, 2018  –  StratiFi Technologies Inc., whose technology solutions help advisors improve investment outcomes for clients, while increasing the stability of their own businesses, has announced a Series A funding round that was led by Anthemis Group.