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

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Jul 21, 2021

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.