{"id":515778,"date":"2021-07-21T10:04:05","date_gmt":"2021-07-21T14:04:05","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/"},"modified":"2021-07-21T10:04:05","modified_gmt":"2021-07-21T14:04:05","slug":"envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/","title":{"rendered":"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk<\/b><\/p>\n<p>SAN FRANCISCO&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nEnvestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating\u2122 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\u2019s financial plan.\n<\/p>\n<p>\nMoneyGuide\u2019s 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, risk analysis is now amplified within MoneyGuide\u2019s software package.\n<\/p>\n<p>\n\u201cUnderstanding risk is an important part of a client&#8217;s intelligent financial life,\u201d said <b>Tony Leal, President of Envestnet | MoneyGuide<\/b>. \u201cThe synchronization of clients\u2019 risk scores across platforms enhances the planning experience by eliminating redundancy and providing more precise results.\u201d\n<\/p>\n<p>\nOf all the difficult conversations financial advisors must have with their clients, the conversation about risk can be one of the most challenging. That&#8217;s because the way advisors think of risk doesn&#8217;t always match their client&#8217;s understanding of risk. This integration helps bridge the gap. The partnership also supports StratiFi\u2019s mission to help people have a better future, which is in line with Envestnet | MoneyGuide\u2019s mission to help make financial wellness a reality for everyone.\n<\/p>\n<p>\n\u201cEngaging clients on the topic of risk in a meaningful way elevates the relationship between the advisor and the end client. We are thrilled about our integration with MoneyGuide as it helps advisors easily understand a client&#8217;s financial goals and guide them on the right path by digging deeper beneath the surface to see their perception of risk,\u201d said <b>Akhil Lodha, Co-founder and CEO of StratiFi Technologies<\/b>. \u201cAdvisors can easily evaluate household accounts and educate clients by comparing different investments in real-time, helping them find the right balance between risk tolerance and risk capacity to help achieve their goals.\u201d\n<\/p>\n<p>\nStratiFi&#8217;s award-winning PRISM Rating\u2122 technology uses proprietary algorithms, once only available to institutional investors, to analyze thousands of securities to quantify a portfolio&#8217;s correlation, volatility, tail, and concentrated stock risk into an easily understood score. These scores, along with actionable insights, enable advisors to effectively mitigate risk and communicate complex risk exposures in ways investors can understand.\n<\/p>\n<p>\nAdvisors interested in attending a webinar to see how they can help clients bridge the risk gap can register at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.stratifi.com&amp;esheet=52463054&amp;newsitemid=20210721005082&amp;lan=en-US&amp;anchor=www.stratifi.com&amp;index=1&amp;md5=1a496a09c3d6fcca8460b146894c26f5\">www.stratifi.com<\/a>.\n<\/p>\n<p><strong>About StratiFi Technologies<\/strong><\/p>\n<p>\nStratiFi is a financial technology company that empowers investment advisors to understand portfolio and business risk better. StratiFi\u2019s online platform gives investment advisors access to sophisticated risk management technology, usually only accessible by the largest institutions. StratiFi\u2019s PRISM Ratings\u2122 risk scoring technology provides advisors with a rolled-up score based on their book of business, giving them more insight into the risks in their clients\u2019 portfolios and their own business, so they can pick the risks they want to take.\n<\/p>\n<p>\nStratiFi is the recipient of several <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwealthmanagement.com%2F&amp;esheet=52463054&amp;newsitemid=20210721005082&amp;lan=en-US&amp;anchor=WealthManagement.com&amp;index=2&amp;md5=ce990af04c19e4f5f6b411f49aee2f28\">WealthManagement.com<\/a> Industry Awards for the top Client-profiling and Compliance Technology for RIAs, Investment Managers, and BDs. The company is backed by key investors who are focused on financial technology, including Cboe Global Markets, Wolverine Holdings, and leading venture capital firms, including Anthemis Group, Khosla Ventures, and Y Combinator.\n<\/p>\n<p>\nFor more information about StratiFi, or to schedule a software demo, visit<strong \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.stratifi.com%2F&amp;esheet=52463054&amp;newsitemid=20210721005082&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.stratifi.com&amp;index=3&amp;md5=d2bea5506fef1d6ec72573127ea878b0\">https:\/\/www.stratifi.com<\/a>.\n<\/p>\n<p><strong>About Envestnet <\/strong><\/p>\n<p>\nEnvestnet, Inc. (NYSE: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.prnewswire.com%2Fnews-releases%2Fenvestnet--moneyguide-launches-spend-vs-borrow-and-mortgage-refinance-blocks-to-enhance-ongoing-advisor-client-conversations-301257133.html%23financial-modal&amp;esheet=52463054&amp;newsitemid=20210721005082&amp;lan=en-US&amp;anchor=ENV&amp;index=4&amp;md5=31131079bc68603040211d834d36d336\">ENV<\/a>) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors across more than 5,200 companies\u2014including 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies\u2014leverage the Envestnet platform to grow their businesses and client relationships.\n<\/p>\n<p>\nFor more information on Envestnet | MoneyGuide, please visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D3110420-1%26h%3D1423384982%26u%3Dhttp%253A%252F%252Fwww.moneyguidepro.com%252F%26a%3Dwww.moneyguidepro.com&amp;esheet=52463054&amp;newsitemid=20210721005082&amp;lan=en-US&amp;anchor=www.moneyguidepro.com&amp;index=5&amp;md5=d8b8a45d0a89a3f1baf778b3bb10b129\">www.moneyguidepro.com<\/a> and follow us on Twitter at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D3110420-1%26h%3D655251540%26u%3Dhttps%253A%252F%252Ftwitter.com%252FENVMoneyGuide%26a%3D%2540ENVMoneyGuide&amp;esheet=52463054&amp;newsitemid=20210721005082&amp;lan=en-US&amp;anchor=%40ENVMoneyGuide&amp;index=6&amp;md5=3b094675fafaa16c2c1ba39bba5239c2\">@ENVMoneyGuide<\/a> or <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D3110420-1%26h%3D76555284%26u%3Dhttps%253A%252F%252Fwww.linkedin.com%252Fcompany%252Fmoneyguidepro-pietech-inc%26a%3DLinkedIn&amp;esheet=52463054&amp;newsitemid=20210721005082&amp;lan=en-US&amp;anchor=LinkedIn&amp;index=7&amp;md5=87cc0650948877f0768a44a6d83aeefd\">LinkedIn<\/a>.<strong \/><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210721005082r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20210721005082\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210721005082\/en\/<\/a><\/span><\/p>\n<p>\nDana Taormina<br \/>\n<br \/>JConnelly for Envestnet<br \/>\n<br \/>973.647.4626<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:envestnetpr@jconnelly.com\">envestnetpr@jconnelly.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America California<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Professional Services Security Technology Software Finance Consulting Internet<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210721005082\/en\/725921\/3\/stratifi_logo_white_bg.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk SAN FRANCISCO&#8211;(BUSINESS WIRE)&#8211; Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating\u2122 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\u2019s financial plan. MoneyGuide\u2019s 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, risk analysis is now amplified within MoneyGuide\u2019s software package. \u201cUnderstanding risk is an important part of a client&#8217;s intelligent financial life,\u201d said Tony Leal, President of Envestnet | MoneyGuide. \u201cThe &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-515778","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk SAN FRANCISCO&#8211;(BUSINESS WIRE)&#8211; Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating\u2122 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\u2019s financial plan. MoneyGuide\u2019s 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, risk analysis is now amplified within MoneyGuide\u2019s software package. \u201cUnderstanding risk is an important part of a client&#8217;s intelligent financial life,\u201d said Tony Leal, President of Envestnet | MoneyGuide. \u201cThe &hellip; Continue reading &quot;Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-21T14:04:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210721005082r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk\",\"datePublished\":\"2021-07-21T14:04:05+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\\\/\"},\"wordCount\":710,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20210721005082r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\\\/\",\"name\":\"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/","og_locale":"en_US","og_type":"article","og_title":"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk - Market Newsdesk","og_description":"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk SAN FRANCISCO&#8211;(BUSINESS WIRE)&#8211; Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating\u2122 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\u2019s financial plan. MoneyGuide\u2019s 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, risk analysis is now amplified within MoneyGuide\u2019s software package. \u201cUnderstanding risk is an important part of a client&#8217;s intelligent financial life,\u201d said Tony Leal, President of Envestnet | MoneyGuide. \u201cThe &hellip; Continue reading \"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/","og_site_name":"Market Newsdesk","article_published_time":"2021-07-21T14:04:05+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210721005082r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk","datePublished":"2021-07-21T14:04:05+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/"},"wordCount":710,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210721005082r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-and-stratifi-launch-partnership-aimed-at-empowering-more-advisors-to-improve-clients-understanding-of-risk\/","name":"Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients\u2019 Understanding of Risk - 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