The StratiFi Edge: What's Newsworthy in March?

How To Convince an Overly Aggressive Investor to Act Wisely

This type of investor is hard to convince that they may be taking unnecessary risks in their portfolio.?We created an e-book to help. You will learn:

• Key behavior attributes of an overly aggressive investor
• Tools to assess their risk profile and identify their motives
• Strategies to overcome push-back and objections
• Checklist to master the process of convincing them to act wisely

Comment to this article if you'd like a free copy of the e-book!

StratiFi Product Enhancements Overview

Watch our video above to learn about our latest enhancements! New changes coming this month will include:

• Add your branding + company colors to PDFs
• Benchmark will be optional for Proposal and Compare & Analyze
• Ability to set a minimum $ account value for triggering Drift Exceptions
• Automatically import investment objectives from Black Diamond

Watch Enhancements Video

What Advisors Really Want From Their (Independent) Advisor Technology: Opportunities And Threats Article by Michael Kitces, Nerd's Eye View

The Kitces Report, The Technology That Independent Financial Advisors Actually Use (And Like), was released in February 2022, indicating advisors are still looking for risk analysis software to add to their toolbox. The key takeaways:

1. It's difficult to determine which technology tools are "best" and "most popular" for most advisor-technology solutions.
2. Advisors showed a strong desire to switch platforms and an openness to new vendors in risk/behavioral assessments. Not satisfied with the current solutions, many businesses develop their own.
3. A growing gap in advisor technology exists as the advisor value proposition shifts away from product sales and portfolio management.
4. Instead of relying on the leading advisor technology firms to fill in their own gaps, advisors are increasingly looking for alternative solutions.

Read The Article

WEBINAR REPLAY: CircleBlack + StratiFi:?How an Outstanding Digital Experience Exceeds Investor Expectations

On March 2nd, we hosted CircleBlack's Chief Product Officer, Sarah Rasmuss, as she and our CEO, Akhil Lodha, discussed how an Outstanding Digital Experience can meet Investors' expectations helping to solidify the advisory relationship.

WATCH THE REPLAY

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