Posts about Product Updates (2)

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, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate...

Merging Client Accounts

Tip of the week

Looking into merging client accounts?

Evaluating Your Client’s Portfolio Risk

Enhancing Collaboration, Speed, and Simplicity

Collaboration is one of the most important characteristics of any successful team, and...

Explore the Surveillance Tab

Hide and Edit All Proposal Sections

Experience the Redesigned Analytics Tab

Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

Managing Your Clients With Ease

Trying to manage numerous clients, each with diverse portfolios and unique investment goals, can be...

Tools to Navigate Volatile Markets

Do volatile markets scare your clients? Check out these new features from StratiFi.

Prev 1 2 Next