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Training | Gladstone Wealth Partners

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.

In this training, you will learn about:
  • 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.

In this training, you will learn about:
  • 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

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