Simplify Portfolio Management: Save Time, Reduce Risk, and Customize with Confidence
StratiFi
35:26
Managing client portfolios doesn’t have to be complex, time-consuming, or rigid. Join us for a high-impact session where we unveil how BX Index’s investment platform—now integrated with StratiFi—helps financial advisors streamline model management, reduce downside risk, and deliver personalized strategies at scale.
You’ll discover how to:
- Save time with pre-vetted, high-performing models from 20+ elite investment specialists
- Align investments with client-specific risk scores using StratiFi’s PRISM Score
- Customize strategies for tax efficiency and portfolio optimization
- Navigate market volatility with confidence and transparency
- Differentiate your practice with flexible client-facing deliverables
Whether you're looking to simplify your investment process or elevate your client experience, this session will show you how to take control without the complexity.
Speakers
Jory Loomis
Growth & Partnerships Lead @ StratiFi
Craig Cmiel
Co-Founder & Partner @ BX Index
Chris McHeffley
Co-Founder & Partner @ BX Index
Replays
See allStratiFi
End the Administrative Nightmare: How Gladstone Advisors Are Saving Time and Growing AUM with StratiFi
End the Administrative Nightmare: How Gladstone Advisors Are Saving Time and Growing AUM with StratiFi
Jory Loomis
StratiFi
End the Administrative Nightmare: How Gladstone Advisors Are Saving Time and Growing AUM with StratiFi
End the Administrative Nightmare: How Gladstone Advisors Are Saving Time and Growing AUM with StratiFi
Jory Loomis
Simplify Portfolio Management: Save Time, Reduce Risk, and Customize with Confidence
35:26