July 21, 2021

Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk

SAN FRANCISCO–(BUSINESS WIRE)–Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to empower more advisors to discuss risks just like they discuss goals in the context of a client’s financial plan. MoneyGuide’s leading financial planning software gives advisors the tools needed to help clients create a financial plan that is based on their own life goals. Through this partnership with StratiFi


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