The video below shows how to enable the integration between Bridge FT/Atlas and Stratifi. The integration has to be initiated from Bridge FT’s end.
Note – At the moment, only account data (account name and holdings) will be pushed from Bridge FT into Stratifi. Once you have set up the integration, the account data could take about 24 hours to be loaded into Stratifi. After that, you will need to bring in client information via a CRM or manually add it, and then link the accounts to the clients. Both scenarios are covered in the sections below.
If you have a CRM such as Redtail or Wealthbox, you can bring in client, household and prospect data into Stratifi. From there, you can then link the account data to the client records. The video below will show you how.
If you do not use Redtail or Wealthbox, you will need to manually add your client data to Stratifi. That said, we do have a bulk upload feature that will make this process much easier. The following video will take you through how to bulk upload client and household information as well as risk tolerance scores, if necessary. Additionally, it will show you how to link account information to client records and how to add clients to households.