StratiFi is a FinTech company empowering financial advisors to better protect client portfolios with our simplified risk management technology.
Joined November 2016
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257 Photos and videos
21 Apr 2022
Join us for our upcoming webinar, "How StratiFi and Redtail Work Together" to learn how to empower clients to easily understand risk and take action with StratiFi and Redtail CRM.
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15 Apr 2022
Risk Analysis software that isn't risky for your business. Check out our RegBI compliant risk analysis solution! hubs.li/Q017YjY30
12 Apr 2022
Looking for a risk analysis solution? StratiFi PRISM Ratings™ has you covered! hubs.li/Q017YpBd0
8 Apr 2022
Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? Use StratiFi’s Referral and Lead Generation Widget to prospect leads, grow your book, and increase your revenue! hubs.li/Q017qgtw0
6 Apr 2022
Modern advisors can’t afford to treat risk as an abstract concept or an isolated event. We weigh in on combining robust reporting and risk solutions as the best way to mitigate risk. Included are a few of our favorite portfolio reporting solutions. hubs.li/Q017ywBG0
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5 Apr 2022
Risk Analysis software that isn't risky for your business. Check out our RegBI compliant risk analysis solution! hubs.li/Q017qk5w0
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30 Mar 2022
Looking for a risk analysis solution? StratiFi PRISM Ratings™ has you covered! hubs.li/Q0171lFg0
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25 Mar 2022
Risk Analysis software that isn't risky for your business. Check out our RegBI compliant risk analysis solution! hubs.li/Q016yw9L0
23 Mar 2022
Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? Use StratiFi’s Referral and Lead Generation Widget to prospect leads, grow your book, and increase your revenue! hubs.li/Q016yrd40
11 Mar 2022
Looking for a risk analysis solution? StratiFi PRISM Ratings™ has you covered! hubs.li/Q015KKhc0
9 Mar 2022
Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? Use StratiFi’s Referral and Lead Generation Widget to prospect leads, grow your book, and increase your revenue! hubs.li/Q015KHVk0
3 Mar 2022
Risk Analysis software that isn't risky for your business. Check out our RegBI compliant risk analysis solution! hubs.li/Q0155xhC0
1 Mar 2022
Join Sarah Rasmuss, Chief Product Officer at CircleBlack, and Akhil Lodha, CEO of StratiFi, as they discuss how an Outstanding Digital Experience can help advisors meet Investors' expectations and solidify the advisory relationship. Register here> hubs.li/Q014D-2m0
25 Feb 2022
Join Sarah Rasmuss, Chief Product Officer at CircleBlack, and Akhil Lodha, CEO of StratiFi, as they discuss how an Outstanding Digital Experience can help advisors meet Investors' expectations and solidify the advisory relationship. Register here> hubs.li/Q014F3N-0
24 Feb 2022
Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? Use StratiFi’s Referral and Lead Generation Widget to prospect leads, grow your book, and increase your revenue! hubs.li/Q014D-370
24 Feb 2022
Bob Veres recently interviewed our founder and CEO, Akhil Lodha and demoed StratiFi. We agree, there is not a better tool on the market. Learn more at hubs.li/Q014SwrB0
22 Feb 2022
Join Sarah Rasmuss, Chief Product Officer at CircleBlack, and Akhil Lodha, CEO of StratiFi, as they discuss how an Outstanding Digital Experience can help advisors meet Investors' expectations and solidify the advisory relationship. Register here> hubs.li/Q014DZXL0
18 Feb 2022
Join Sarah Rasmuss, Chief Product Officer at CircleBlack, and Akhil Lodha, CEO of StratiFi, as they discuss how an Outstanding Digital Experience can help advisors meet Investors' expectations and solidify the advisory relationship. Register here> hubs.ly/Q0149wF70
17 Feb 2022
Risk Analysis software that isn't risky for your business. Check out our RegBI compliant risk analysis solution! hubs.ly/Q0149v3g0
15 Feb 2022
Join Sarah Rasmuss, Chief Product Officer at CircleBlack, and Akhil Lodha, CEO of StratiFi, as they discuss how an Outstanding Digital Experience can help advisors meet Investors' expectations and solidify the advisory relationship. Register here> hubs.li/Q0149tG30