UX Wealth Partners and StratiFi: Transform Your Practice With Modern Technology for Modern Advisors
On November 17, 2021, StratiFi and UX Wealth Partners discussed how advisors are leveraging leading tools in CRM, portfolio management, client engagement, and risk analysis to build a unified tech stack to deliver better outcomes for their clients.
The RIA of the future is bold and UX Wealth is partnering with advisors to help them save time, improve investment outcomes, and enhance client experiences.
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Access the Webinar: Transform Your Practice With Modern Technology for Modern
Fill out the form below to access the BridgeFT + StratiFi webinar!
Access the Webinar: Transform Your Practice With Modern Technology for Modern
Fill out the form below to access the UX Wealth Partners + StratiFi webinar!
Access the Webinar: Risk Analysis Software + CRM
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Save 30% on our Professional Plan for the next 48 hours! Get access to:
— Unlimited clients in held away account sync
— Compliance pack
— Templates
— Business analytics pack
— Team communication
— And more!
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