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Understanding & Using The Advisor Dashboard

StratiFi’s PRISM dashboard gives advisors the type of tools that corporate executives use to manage complex businesses. By creating a series of graphic displays similar to those used by fighter pilots, advisors can quickly and accurately measure what most matters…

Advisor Surveillance & Compliance

An advisor’s greatest financial asset is usually his or her business. But after spending years accumulating assets, and helping clients achieve their life goals, many advisors never really apply that same rigor to their businesses. In fact, most advisory practices…