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StratiFi Technologies Inc

One Stop Shop Risk Analysis And Compliance Software For The Wealth Management Industry

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Proposals & Investment Policy Statements

StratiFi allows you to create customized proposals and investment policy statements. In this course,…

Managing Your Clients

Stratifi offers seamless features that enable the user to manage the clients’ accounts easily….

Prospecting With StratiFi

StratiFi helps you generate leads and run the full lifecycle to convert your prospects to a clients….

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