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Advisors Using Wealth Management Platform Can Better Mitigate Risk While Simplifying Data for Clients
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KINGSTON, N.J., May 19, 2021 /PRNewswire/ CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently.
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