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.

Register now for this webinar on May 17 at 10:00 am Pacific.

In May of 2022, our Building Your Tech Stack webinar series will focus on partners in the Risk Analysis and Financial Planning categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Risk Analysis

One of the relatively more recent categories of fintech software, Risk Analysis tools help advisors evaluate each of their client’s acceptable risk levels for their portfolio both at the outset of the relationship and as they monitor the portfolio performance over time. Risk tolerance can change, so ensuring that your recommendations remain suitable for each of your clients as their tolerance changes is vitally important. These tools can prove valuable during the prospecting process; they can also help advisors exhibit how they are meeting compliance requirements in terms of acting as a fiduciary for each of their clients.

Risk Analysis tools provide a wide range of analytics, projections, and reports, varying from one provider to another. Integrating your Risk Analysis software with Redtail CRM allows you to see, often at a glance, each of your client’s risk tolerance, and to easily access the other tools and reports made available by the provider, all without having to leave Redtail.

In a May 17 Building Your Tech Stack webinar with StratiFi, our topic is:

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.

Register now for this webinar on May 17 at 10:00 am Pacific.

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Financial Planning

The process of financial planning is intricate; tools you can use to help you dive deeper into the process in order to make the complex projections and calculations you’ll need to perform to recommend a course of action for each of your clients are invaluable.

Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice. Your financial planning software is going to be integral throughout the seven steps of the financial planning process as defined by the CFP Board. The level of integration available between different financial planning software and your CRM varies, but you are likely to find contact sync and easy access to planning documents with many of these integrations, helping to streamline one of the most time-consuming aspects of your operations.

In an May 31 Building Your Tech Stack webinar with Holistiplan, we’ll be considering the below:

Tax Planning Is the Powerful Tool Advisors Didn’t Know They Need

Tax planning shouldn’t be a once a year event but a continuous year round conversation with our clients. Come learn how Holistiplan is now helping more than 10,000 financial planners be more comprehensive and more efficient by drastically reducing the time it takes to provide high impact tax planning for clients. By leveraging the Redtail–Holistiplan integration, advisors are able to further streamline the process in several ways, including the ability to make notes on tax conversations. Join us to learn the latest about the integration, hear product updates from Holistiplan, and learn about the upcoming roadmap.

Holistiplan is an award-winning tax planning software solution for advisors. Built to systematize and automate the process of reviewing a client’s tax return to uncover potential planning opportunities, Holistiplan was created and designed by co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®. The software accomplishes what has historically been two competing goals in the financial services profession: to streamline the financial planning process for advisors while improving it for every client. To date more than 10,000 advisors across the country leverage the powerful software to drive better planning.

Register now for this webinar on May 31 at 10:00 am Pacific.

Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our June 2021 newsletter, delivered yesterday to subscribers, includes updates to Redtail CRM workflow templates, the May winner(s) of our Best Paw Forward Photo Challenge, a new series on Managing your CRM, and more! Even if you aren’t a subscriber though, you can still check out the June issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

SAN FRANCISCO, May 5, 2021 /BUSINESS WIRE/ (original press release here)  — StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs, today announces a new partnership with Redtail Technology (“Redtail”), the leading CRM technology provider for financial advisors.

The integration between the two partners provides users access to StratiFi’s award-winning PRISM Rating™ technology, with single sign-on using their Redtail credentials. Client data will automatically sync from Redtail’s CRM to StratiFi, providing efficiencies for firms that utilize both technology providers.

Akhil Lodha, StratiFi’s CEO commented, “I am thrilled to announce this integration with Redtail. Our two teams have worked together on this integration to create a very efficient process for advisors to review and address risks with their clients and prospects. This integration enables advisors to easily offer on-going risk analysis as a key component of their practice. The response from our mutual clients has been very positive.”

StratiFi’s award-winning PRISM Rating™ technology uses proprietary algorithms, once only available to institutional investors, to analyze thousands of securities to quantify a portfolio’s correlation, volatility, tail, and concentrated stock risk into an easily understood score. These scores, along with actionable insights, enable RIAs, Investment Managers, and BDs to effectively mitigate risk and communicate complex risk exposures in ways anyone can understand.

“Core to our beliefs is that advisors require a streamlined and thoughtful approach when they communicate internally as well as with the investors that they serve,” offered Brian McLaughlin, CEO of Redtail Technology. “It’s a given that the appetite for risk differs for all investors depending on where they are in their financial lives. Together with StratiFi, our shared clients will be able to better understand, track and provide advice and action against current risks facing their portfolios, effortlessly.”

StratiFi continues to build momentum via partnerships with firms like Redtail through its new integrations hub which facilitates connections with CRM, financial planning software, and trading systems. StratiFi University, a new educational learning environment that highlights experts from the financial services ecosystem provides visitors insights on the latest trends and tools they need to improve financial outcomes for investors.

About StratiFi Technologies

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.

StratiFi is the recipient of several WealthManagement.com Industry Awards for the top Client-profiling and Compliance Technology for RIAs, Investment Managers, and BDs. The company 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. For more information about StratiFi, or to schedule a software demo, visit https://www.stratifi.com.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit www.redtailtechnology.com.

SOURCE BUSINESS WIRE

MEDIA CONTACTS:
StreetCred PR

Jason Lahita
Jason@streetcredpr.com
973-460-7837

Jimmy Moock
Jimmy@streetcredpr.com
610-304-4570

StratiFi: A Robust Risk Analysis, Portfolio Design, and Compliance Platform

ABOUT StratiFi “StratiFi is a one-stop-shop risk analysis and compliance platform that quantifies risk on a simple scale of one to ten. Stratifi allows a wealth management firm to understand how a client’s portfolio risk compares with their risk tolerance. The firm will easily be able to spot misalignments allowing them to take corrective actions with clients and have an audit trail from a compliance standpoint.”

WHAT ARE THE INTEGRATION POINTS BETWEEN STRATIFI AND REDTAIL CRM? Integrating a CRM system with a risk management system can create a very efficient process for advisors to review risk with their clients and prospects. This integration allows Redtail & StratiFi customers to sync their Prospect, Client, and Household data from Redtail into StratiFi to see their risk profile and portfolio risk and have oversight on accounts.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.