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Posts about The Trusted Investment Advisor (5)

The StratiFi Edge: July Newsletter

We made several product enhancements and feature updates in Q2…

  • Integration portal allows self-serviced client onboarding
  • Portfolio compare & analyze makes it easy to edit, compare, and analyze portfolios
  • Account setting & proposal enhancement – details like tax status and matching models can be saved and used for proposals
  • View our May, and June release notes for more details

…and here is what’s coming in Q3!

  • Multiple Templates and...

Valuable Portfolios Are Rarely Analyzed for Risk

The most successful investors approach the market in different ways, but they have this in...

The Long Term Investing Fallacy

To be sure, some will dismiss the idea of defining and proactively measuring investment risk....

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

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...

StratiFi & Redtail Announce Integration Partnership

The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via ...

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