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Risk Analysis Software + CRM: The Integration of StratiFi + Wealthbox

StratiFi Technologies Inc

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On March 25th, 2021, StratiFi and Wealthbox hosted a webinar with presenters Chris Kopanski, Senior Product Specialist at Wealthbox, and Akhil Lodha, Co-Founder and CEO here at StratiFi.

Integrating a CRM system with a risk management system can create a very efficient process for advisors to review risk with their clients and prospects.

If this is of interest to you, then you’ll want to listen to the full webinar.

Here is a summary of the key topics we covered:

  • Background on Wealthbox & StratiFi
  • Quick demo of Wealthbox
  • Quick demo of StratiFi
  • Why this integration is beneficial for advisors?
  • What’s next on the integration roadmap?
  • Frequently asked questions from our customers

If you have any questions or want to learn more, please feel free to contact us.

Akhil Lodha
Akhil Lodha Author
Co-founder & CEO StratiFi Technologies

Building the industry standard for understanding portfolio risk through cutting- edge technology at Stratifi.

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