StratiFi Technologies Inc

We had a fantastic time connecting with Altruist advisors last week during our recent partnership webinar with them! It was a pleasure discussing innovative risk management solutions and how StratiFi can empower advisors to better serve their clients. If you missed the webinar or want to dive deeper into our tools and strategies, don't hesitate to reach out to us. We're here to help you elevate your advisory services to the next level! 🚀

🚀 Exciting News! StratiFi is thrilled to announce a partnership with Altruist, a leader in technology solutions for financial advisors. With this partnership, advisors using Altruist can seamlessly integrate positions, accounts, and client records from Altruist into StratiFi’s platform, allowing them to efficiently analyze and manage risk across client portfolios. StratiFi CEO Akhil Lodha states, "This partnership is a testament to StratiFi's dedication to not only advancing risk and compliance tools but also forging innovative collaborations that drive the wealth management industry forward. Together, we are redefining how wealth managers can expand their practices while effectively managing risk and maintaining compliance." To learn more about the StratiFi and Altruist partnership, click here 👉 https://lnkd.in/ghEh6rSD

At StratiFi, we strive to work closely with our customers. In the most recent product update, we launched an exciting feature that allows for more flexibility in report creation. Now, our customers can quickly and efficiently rearrange sections of your Proposal & Investment Policy Statement (IPS) templates. This new feature allows our customers to: ✅ Easily Customize Reports: Customize the structure of your reports with a simple drag-and-drop interface.  ✅ Highlight Key Sections: Bring important insights to the forefront to capture your client’s attention from the get-go. Fit the report to your story, not your story to the report. We believe in the power of collaboration, and this update is a direct result of the valuable insights we've gathered from you, our customers. Thank you for being a part of our community. Let's continue to redefine risk management together!

🌟 Exciting News from StratiFi! 🌟 We are thrilled to announce that StratiFi will be a proud sponsor and participant at the Orion Ascent 2024 Conference! As leaders in risk management software for financial advisors, we're excited to connect with industry peers, share insights, and explore the latest trends in financial technology. The Orion Ascent conference is the perfect platform for us to showcase how StratiFi can empower advisors with advanced risk management tools, helping them make informed decisions and provide exceptional value to their clients. Excited to have our team members, Akhil Lodha, Sarah E. Gribben, Karan Motreja, Jory Loomis, and Christian Reda attending the conference! Join us at this event to discover how StratiFi can transform your advisory business through cutting-edge risk assessment and management solutions. #OrionAscent #StratiFi #RiskManagement

🚀 We are delighted to welcome Chris Heisten, CRPC®, CFP®, CSRIC® and the entire team at Heisten Financial LLC as customers to StratiFi! With their unparalleled expertise in retirement planning and investment management, particularly for women entrepreneurs and oil workers, Heisten Financial stands out as a leader in the financial advisory sector in Anchorage, AK. Chris Heisten's dedication to crafting personalized financial solutions aligns perfectly with our mission at StratiFi. We are thrilled to welcome Heisten Financial as customers! Here's to a future of growth and success! 🤝✨

🎉 We're excited to welcome Nathaniel (Nate) Morris, Cameron Neumann, and the whole team at Financial Life Advisors as customers to StratiFi! With their commitment to comprehensive financial planning and a wide array of services including retirement planning, tax strategies, and investment analysis, Financial Life Advisors stands out as a beacon of excellence in financial management. Their approach to creating tailored financial strategies makes them invaluable customers for us. A big welcome to the entire team at Financial Life Advisors! 🌟🤝

🚀 StratiFi is proud to announce the addition of Anthony Ortale, Camille Mobley, MBA, and the Insight Wealth Strategies, LLC team to our dynamic community! Insight Wealth Strategies, with their diverse backgrounds and commitment to client success, represents the epitome of professionalism and innovation in our field. We look forward to the journey ahead with them! Welcome to StratiFi, Insight Wealth Strategies! 🤝✨

🎉 We are excited to welcome Michael H. Sharp, CPA, April Collins, and the entire The Sharp Financial Group to the StratiFi community! Their dedication to delivering tailored financial solutions and their commitment to excellence make Sharp Financial Group a standout addition to our community. We're honored to have such esteemed professionals join us. A hearty welcome to the Sharp Financial Group team! 🤝🌟

*THIS TUESDAY 12/5* Upcoming Webinar - Using Volatility to Create, Rather than Destroy, Wealth: StratiFi Technologies + CircleBlack, two customer-obsessed wealthtech firms looking to make lives easier for financial advisors, are getting together to offer a webinar on the topic of market volatility, and how robust risk assessment in StratiFi and portfolio management in CircleBlack can help advisors use volatility as a friend rather than a destroyer of returns. Please join us on December 5th 2023 at 4pm EST. You can register by clicking here: https://lnkd.in/guqcAB2G

🌟 StratiFi is thrilled to announce the addition of John C. Hardy, CIMA®, CPWA®, AIF®, CEPA Richard Hill, CFP®, AIFA®, Medora Justus, CFP®, AIF®, Ken Mathis, Mike Mitchell, and the entire Hardy Reed, LLC team to our community! With their combined expertise in wealth management, financial education, and operational leadership, they bring a wealth of experience spanning decades. Hardy Reed's commitment to fiduciary best practices and client-focused solutions aligns perfectly with our values at StratiFi. Their collective insights and experience in serving both individual and institutional clients will be invaluable in enhancing our risk management platform. We are excited to collaborate with this talented team and look forward to a fruitful partnership. Welcome aboard, Hardy Reed! 🤝