StratiFi – One Stop Shop Risk Analysis And Compliance Software For The Wealth Management Industry
Justin has worked in both the financial and customer service industries for numerous years and has a passion for investing and trading. He helps advisors easily understand risk and improve their clients’ experiences.
When developing an investment strategy, authentic information sources and real-time data are required by financial advisors to help their customers reach their financial goals. Manually gathering such data, and organizing and running calculations on them can become a hectic task…
So far in 2022, we’ve made several exciting updates including support for multiple templates for Proposals & IPS, the option to display securities when listing assets in reports, and more. 1. Support for multiple templates for Proposal and IPS About…
In December, we’ve made several exciting updates including adding the Portfolio Risk Score section to IPS, improving the custom section’s inline editor, and more. Scroll down for our full list of enhancements this month. 1. Improved custom section’s inline editor…
New Enhancement: Customize asset classification and improved asset listing look and feel This enhancement provides the control to the advisor on how to list and name the different asset classes and sectors when generating reports. It also improves readability on…
© 2022 StratiFi Technologies Inc.
