StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience.
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AdvisorPeak’s innovative trading and rebalancing software enables advisors to intuitively manage their client portfolios in a tax-efficient manner. Advisors will now be able to analyze risk data with StratiFi’s award-winning PRISM technology directly inside AdvisorPeak. This robust integration eliminates the need for advisors to compare risk data of securities in one system while manually trading them in another system.
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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 advisors to mitigate risk more effectively and to communicate complex risk exposures in ways anyone can understand.
“The integration of PRISM technology with AdvisorPeak’s platform recognizes the interdependent relationship between portfolio management and real-time risk analysis,” said Akhil Lodha, co-founder, and CEO of StratiFi Technologies. “The integration of these best-in-class systems will also enable advisors to keep pace with the increasing demands of regulators to closely monitor and archive advisor activities.”
“Our partnership with StratiFi is an important part of our pledge to champion innovation in our industry. This integration puts risk analysis enhanced rebalancing & trading at advisor’s fingertips in an intuitive and streamlined format. It represents another step forward in taking AI-assisted trading from whiteboard to reality,” stated Pete Giza, Chief Product Officer of AdvisorPeak.
