February 18, 2021

Robertson Stephens and StratiFi Technologies Announce New Partnership

SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating risk analytics into their investment solution. This partnership gives Robertson Stephens’ advisors an important tool to better serve existing clients and build their book of business by communicating risk to clients in an effective manner. “StratiF


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