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Training | Ingalls & Snyder

Book A Demo
Book A Demo

StratiFi + Ingalls & Snyder

Welcome, Ingalls & Snyder 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 Your 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

Choose between a Tuesday or Thursday at 4:30 pm Eastern between June 7th – 16th.

Click below to register for a day that works for you!

In this training, you will learn about:
  • Overview of StratiFi
  • Prospecting With StratiFi
  • PRISM™: Understanding Portfolio Risk

Training will be hosted by:

Justin Jones

Customer Success Manager

STEP 2: Book Training #2

Proposals, IPS, Compliance, Analytics, and More

Choose between a Tuesday or Thursday at 4:30 pm Eastern between June 21st – 30th.

Click below to register for a day that works for you!

In this training, you will learn about:
  • Proposals & Investment Policy Statements
  • Model Portfolio Construction & Analysis
  • Enhancing Compliance With StratiFi
  • Analytics: Your Centralized Risk Dashboard

Training will be hosted by:

Justin Jones

Customer Success Manager

Want to see video lessons to train at your own pace?