ABOUT this webinar
Topic: Building Your Tech Stack – StratiFi
Description: How to empower clients to easily understand risk and take action with StratiFi and Redtail CRM
It’s a given that the appetite for risk differs for all investors depending on where they are in their financial lives. See how StratiFi can help you to better understand, track, and provide advice and action against current risks facing client portfolios, effortlessly. We will share best practices on communicating risk insights to bridge the gap for prospects and clients.
StratiFi is a financial technology company that empowers investment advisors to understand portfolio and business risk better. StratiFi’s online platform gives investment advisors access to sophisticated risk management technology, usually only accessible by the largest institutions. StratiFi’s PRISM Ratings™ risk scoring technology provides advisors with a rolled-up score based on their book of business, giving them more insight into the risks in their clients’ portfolios and their own business, so they can pick the risks they want to take.