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Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you give prospects something valuable, like the opportunity to assess their portfolio risk for free, they give you something in return—their email address.…

Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

Does Your Client’s Portfolio Risk Closely Match Their Risk Tolerance?

Do you know having both PRISM scores and Risk Tolerance scores allow advisors to leverage StratiFi’s powerful widgets to supercharge their compliance?  You can quickly spot which of your clients are out of your pre-defined “drift” range. Clicking into the…