Schedule Your Second Training
Please select your training #2 session below.
STEP 2: Book Training #2
Proposals, IPS, Compliance, Analytics, and More
In this training, you will learn about:
- Proposals & Investment Policy Statements
- Model Portfolio Construction & Analysis
- Enhancing Compliance With StratiFi
- Analytics: Your Centralized Risk Dashboard
Justin Jones
Customer Success Manager
Brian Standford
Customer Support
Trainings will take place on Tuesdays and Thursdays at 11am or 3pm EST. Please select your preferred date/time:
