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Insights for RIAs and Broker-Dealers

Risk, compliance, operations and practice management insights for RIAs and broker-dealers — from the StratiFi team and industry contributors.

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| | 9 Min Read

Redtail Integration: Analyzing Risk with StratiFi

The requirement for a comprehensive operation and Redtail customer relationship management tool is prominent in finance, where information, important data, and private details are ...
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| | 7 Min Read

Wealthbox Integration: Risk Analysis with StratiFi

In 2014, Wealthbox, a CRM system for all financial advisors was introduced. Wealthbox is renowned for its cutting-edge product design and strong, user-friendly user interface. It ...
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| | | | 5 Min Read

StratiFi & Redtail Announce Integration Partnership

The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via single sign-on through their Redtail credentialsMay 05, 2021 10:08 AM Eastern Daylight ...
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