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Pulling in Held-away accounts for clients & prospects

Most people have multiple accounts at different brokerage firms. Some do this by accident and others by design. In almost all cases, sequestering accounts introduces inefficiencies, added fees, duplicative efforts, and all sorts of other issues that can keep people…

Working with Prospects

For advisors, who you don’t know can be as important as who you do know. In some cases, who you don’t know can even be more important. StratiFi’s technology helps advisors open doors, spark interesting, impactful conversations, and create meaningful…

How to Add a Prospect

StratiFi’s PRISM technology is a powerful sales tool that advisors can use to show prospects investing insights and analysis that are usually reserved for the most sophisticated institutional investors. This may sound complicated, but we’ve made it so simple that…

Matching a Client or Prospect to a Model Portfolio

An investor without a plan isn’t an investor. This is something all advisors know. Without plans, investors become speculators, or worse because they become those people in the market who are always off balance, always chasing the next big thing,…