StratiFi Wins 2018 Award For Best Risk Tolerance / Client Profiling Technology
SAN FRANCISCO--(BUSINESS WIRE)--Sep 18, 2018--StratiFi Technologies Inc., which is democratizing risk management to help financial advisors and their clients make better financial decisions, announced that it has won the WealthManagement.com 2018 Industry Award for the top Risk Tolerance / Client Profiling Technology for Financial Advisors.
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Steve Sears (Chief Market Strategist) with Akhil Lodha (Chief Executive Officer) (Photo: Business Wire)
The WealthManagement.com Industry Awards, which were presented at a ceremony in New York, recognize outstanding achievement by companies and organizations that support the success of financial advisors. StratiFi was honored for its PRISM Rating™ software that provides advisors and investors with intuitive risk management tools that are usually reserved for major institutional investors. The software calculates risk scores of one to 10 for investment accounts, and also entire advisory practices, by analyzing exposure to different risk factors such as volatility, the efficacy of a portfolio’s diversification, tail risk and concentrated stock positions.
“We are bringing institutional-quality technology and the power of big-data analytics to advisor desktops so they can manage the risk of their entire practice on one single platform. Our software allows advisors to effortlessly analyze and visualize risk for all of their accounts, clients, households, representatives and even a firm’s entire practice. We are completely thrilled with this honor, and thankful for the recognition of our work. We are entirely committed to helping financial advisors easily understand and communicate risk so they can focus on growing their business while efficiently managing existing clients,” said Akhil Lodha, StratiFi’s chief executive officer.
According to WealthManagement.com, a record number of nominations were submitted this year; more than 600 entries were received from nearly 250 companies. This year’s winners included Charles Schwab, Fidelity Investments, Morningstar, Envestnet, Raymond James, State Street Global Advisors, TD Ameritrade Institutional among others.
About StratiFi Technologies
StratiFi Technologies Inc. helps investors make smarter investment decisions.
We enable investment advisors, family offices and investors to define and manage risks that are often hidden, or not well understood, within their client’s portfolios. Our PRISM Rating™ technology democratizes risk management techniques that are normally the purview of sophisticated institutional investors. By identifying, defining, and managing risks, StratiFi helps financial advisors help their clients, and also protect and grow their practices. By educating clients about the realities of markets, advisors can deepen relationships, and better help investors confront the challenges of modern markets and the demands of modern life.
StratiFi, based in San Francisco and New York, is backed by key investors who are focused on financial technology, including Cboe Global Markets, Wolverine Holdings, and leading venture capital firms, including Anthemis Group, Khosla Ventures and Y Combinator.
To learn how StratiFi can help you become a better investor, please visit https://www.stratifi.com
View source version on businesswire.com:https://www.businesswire.com/news/home/20180918005806/en/
CONTACT: StratiFi Investor and Media Contacts
Akhil Lodha/Steve Sears
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: TECHNOLOGY DATA MANAGEMENT NETWORKS SOFTWARE SECURITY
SOURCE: StratiFi Technologies Inc.
Copyright Business Wire 2018.
PUB: 09/18/2018 12:00 PM/DISC: 09/18/2018 12:01 PM