Stratifi provides you with the ability to copy an account to a model portfolio. This allows you to suggest changes to the account to better manage a client´s risk.
Log into your Stratifi dashboard, go to the Clients section, click the client’s name that
an account you would like to copy, and then select the account. Click the Copy to Model
and then click the View button that appears in the notification pop-up which says that the
account was copied.
Once the account is selected click the Copy to Model button. Then you will click the
View button to view the new model.
You should now see a model portfolio that has the name of the account with the text (proposed) added to it;
is the format that the system uses for copied accounts. To make adjustments, click on the name of the model
portfolio and then on the next page, click the Once you are satisfied with your changes click the
Model & Run Prism button (Note: Total weight of the portfolio needs to add up to
Once the Prism score is calculated return to the client´s overview page, click the account that was used for
copy, and then click on the Proposal tab.
In the Select a matching model section, click the magnifying glass icon and you will see a
Proposed Models section in the drop-down which contains copies of accounts. Select the copy
the account, adjust the other criteria, and then click the Generate Proposal button to see
comparison of the portfolios.
After the report is generated, you can click the PDF Report button followed by the
Generate PDF button to create a PDF report to send to your client.
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