StratiFi + Gladstone
Welcome, Gladstone advisors! Having access to our powerful risk analysis tool will help you gain portfolio insights, educate clients, and build trust.
View our learning center or joining a live training session below to get started.
Select 2 Training Sessions
We will be hosting 2 training sessions where you’ll learn everything you need to start leveraging StratiFi.
Please complete the following steps:
• Step 1 — Book training 1
• Step 2 — Book training 2
You will receive a confirmation email for each training session you book. If you run into any issues, please reach out to support@stratifi.com.
STEP 1: Book Training #1
Overview, Prospecting, and PRISM™ Ratings
Pick a Tuesday or Thursday between September 27 – 29 and October 4 – 6 at 11am or 3pm EST.
- Overview of StratiFi
- Prospecting With StratiFi
- PRISM™: Understanding Portfolio Risk
Isaiah W.
Account Manager
Justin Jones
Customer Success Manager
STEP 2: Book Training #2
Proposals, IPS, Compliance, Analytics, and More
Pick a Tuesday or Thursday between October 11 – 20 at 11am or 3pm EST.
Please register for training #1 first.
- Proposals & Investment Policy Statements
- Model Portfolio Construction & Analysis
- Enhancing Compliance With StratiFi
- Analytics: Your Centralized Risk Dashboard
Isaiah W.
Account Manager
Justin Jones
Customer Success Manager
