Seeking to take emotion out of the investment process, alliance provides firms and advisors with data-driven investment models


StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT.

The collaboration aims to provide added value to mutual customers by granting access to iQUANT’s proprietary risk management strategies and investment models directly on the StratiFi platform. Nearly 70 custom investment and risk management models will become available to mutual customers at no additional cost.

Akhil Loda | StratiFi

“We’re excited to team with iQUANT,” said Akhil Lodha, CEO at StratiFi. “This latest partnership not only builds on our recent momentum but further illustrates our willingness to continue to deliver added value to our customers. We look forward to working with the iQUANT team and to providing firms and advisors the tools they need to build better, more efficient businesses.”

iQUANT’s rule-based investment models allow firms and advisors to tailor their portfolio management decisions across various financial instruments, including mutual funds, ETFs, stocks, 401(k)s, and variable annuities. The company says its data-driven approach facilitates better results, limiting emotion during portfolio management and construction.

Rick Gonsalves, iQUANT’s founder and CEO at iQUANT said, “Whether you are an advisor or an investor, emotion can play a big role in decision-making processes. That’s why our team has worked tirelessly to deliver tools that emphasize data over impulse.”

This partnership follows StratiFi’s recent collaboration with AdvizorStack. It also experienced solid growth in 2023, adding over 100 new customers.

StratiFi said in a release it is poised to further revolutionize the industry with the upcoming addition of a model marketplace to its platform, providing advisors access to a broader range of signal and investment research providers, including iQUANT and UX Wealth Partners.