Proposal Archives - StratiFi Technologies Inc

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How To Generate A Household-Level Proposal

Please note that this feature will not be present unless the household has at least two (2) clients.

June 2021 Product Release Updates

1. Enhanced Account Settings for Proposal and IPS Users’ problems we aim to solve: “I need to show my clients which accounts are taxable and which are tax-exempt when I present the investment proposals.” “Each account can have its own…

Myth #5- Retirees Are Conservative Investors

At a Barron’s conference of the nation’s top financial advisors, a speaker noted that about 90% of all retirement accounts are in distribution mode. This reflects the fact that there are about 50 million people in America who are over…

UX Wealth Partners Selects StratiFi As Preferred Risk Management Platform

June 15, 2021 10:00 AM Eastern Daylight Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, has been selected by UX Wealth Partners as the preferred risk profiling and proposal software for its RIA partners. UX…