fbpx
2018 Industry Awards Winner 2018 Industry Awards Winner >

We're here to help you

Learning Center > Proposals & Investment Policy Statements

Proposals & Investment Policy Statements

StratiFi allows you to create customized proposals and investment policy statements. In this course, we will show you how to generate and customize a proposal as well as an investment policy statement.

You can create a proposal or an IPS for a client and we will implement the ability to create these for a household in the near future.