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Risk Tolerance Quiz

Financial Advisor Essentials

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

The Long Term Investing Fallacy

To be sure, some will dismiss the idea of defining and proactively measuring investment risk. They will praise the merits of long-term investing. They will insist that the buy-and-hold approach makes extraordinary sense. Invariably, they will raise Warren Buffett’s name, and cite one of his many investing homilies. Of course, it is hard to argue with the world’s most successful investor, but there is one point that is beyond debate. 

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you...

June 2021 Product Release Updates

1. Enhanced Account Settings for Proposal and IPS

Users’ problems we aim to solve:

Myth #5- Retirees Are Conservative Investors

At a Barron’s conference of the nation’s top financial advisors, a speaker noted that about 90%...

UX Wealth Partners Selects StratiFi As Preferred Risk Management Platform

June 15, 2021 10:00 AM Eastern Daylight Time

May 2021 Product Release Updates

1. Model Portfolio Compare, Edit, and Analyze (in beta)

Problems we aim to solve:

Managing Crypto-Inclined Clients

Whatever your view on cryptocurrency, many of your present and future clients likely own, or want...

Myth #4- Long-term Investors Ignore Short-term Corrections

Of the world’s many mysteries, Wall Street’s success at convincing Main Street to believe in the...

CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures

KINGSTON, N.J., May 19, 2021 /PRNewswire/ — CircleBlack has joined forces with StratiFi,...

Myth #3: Tail Risks Are Rare

The investment year is divided into 252 days. On most days, investors know what will happen, but...