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Product Enhancements

Product Enhancements

Discover the latest platform enhancements, designed to improve your experience and make your life easier.

Enabling Analysts to Create Prospects, Mobile-Friendly RTQs, and More
Product Updates

Elevate Your Brand With New & Improved PDFs, Mobile-Friendly RTQs, + More

Justin Jones / February 2, 2023
January 2023 Product Enhancements
Product Updates

January 2023 Product Enhancements

Justin Jones / January 24, 2023
January 2021 Product Release Updates
Product Updates

January 2022 Product Release Updates

Justin Jones / January 28, 2022
December 2021 Product Release Updates
Product Updates

December 2021 Product Release Updates

Justin Jones / December 21, 2021
Customized Asset Classification
Product Updates

Customized Asset Classification

Justin Jones / December 6, 2021
Enhanced Account Settings for Proposal and IPS
Product Updates

July 2021 Product Release Updates

Minhee Park / July 27, 2021
Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk
News Press Releases Product Updates The Trusted Investment Advisor

Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk

Akhil Lodha / July 21, 2021
Convert Leads into Prospects with StratiFi’s Lead Generation Widget
Product Updates

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Minhee Park / June 28, 2021
Enhanced Account Settings for Proposal and IPS
Product Updates

June 2021 Product Release Updates

Minhee Park / June 21, 2021
Model Portfolio Comparisons/Analysis and More
Product Updates

May 2021 Product Release Updates

Minhee Park / June 8, 2021
CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures
News Press Releases Product Updates The Trusted Investment Advisor Wealth Management Platforms

CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures

Akhil Lodha / May 19, 2021
Merging Client accounts
Product Updates

Merging Client Accounts

Minhee Park / April 6, 2021
1 2
Enabling Analysts to Create Prospects, Mobile-Friendly RTQs, and More
Product Updates

Elevate Your Brand With New & Improved PDFs, Mobile-Friendly RTQs, + More

Justin Jones / February 2, 2023
January 2023 Product Enhancements
Product Updates

January 2023 Product Enhancements

Justin Jones / January 24, 2023
January 2021 Product Release Updates
Product Updates

January 2022 Product Release Updates

Justin Jones / January 28, 2022
December 2021 Product Release Updates
Product Updates

December 2021 Product Release Updates

Justin Jones / December 21, 2021
Customized Asset Classification
Product Updates

Customized Asset Classification

Justin Jones / December 6, 2021
Enhanced Account Settings for Proposal and IPS
Product Updates

July 2021 Product Release Updates

Minhee Park / July 27, 2021
Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk
News Press Releases Product Updates The Trusted Investment Advisor

Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk

Akhil Lodha / July 21, 2021
Convert Leads into Prospects with StratiFi’s Lead Generation Widget
Product Updates

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Minhee Park / June 28, 2021
Enhanced Account Settings for Proposal and IPS
Product Updates

June 2021 Product Release Updates

Minhee Park / June 21, 2021
Model Portfolio Comparisons/Analysis and More
Product Updates

May 2021 Product Release Updates

Minhee Park / June 8, 2021
CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures
News Press Releases Product Updates The Trusted Investment Advisor Wealth Management Platforms

CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures

Akhil Lodha / May 19, 2021
Merging Client accounts
Product Updates

Merging Client Accounts

Minhee Park / April 6, 2021
1 2

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