1. Risk tolerance update filter Users’ problem we aim to solve: “I want to see the list of my clients who submitted the risk tolerance questionnaire answers in the last week/month. I get emails whenever they submit the answers, but…
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.…
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…
May 2021 Product Release Updates
1. Model Portfolio Compare, Edit, and Analyze (in beta) Problems we aim to solve: “When I create models or rebalance my client’s portfolios, I want to see what each change will make on the risks and performances.” “I want an…
Merging Client Accounts
Tip of the week Looking into merging client accounts? The ‘Assign to another client’ tab allows you to merge accounts in a few simple steps: Click on the account you want to merge to open the profile of the client…
Evaluating Your Client’s Portfolio Risk
Stratifi offers easy to use features that enable our users to evaluate clients’ portfolio risk. This is highlighted in the following steps: Under the advisors’ page, select the specific client that you’d like to evaluate the risk for From the…
Enhancing Collaboration, Speed, and Simplicity
Collaboration is one of the most important characteristics of any successful team, and especially now that in-person meetings are less feasible, it’s crucial to have a platform that makes virtual coordination easy. We’ve implemented a number of new features to…
Explore the Surveillance Tab
Surveillance Tab Overview By accessing the surveillance tab under “compliance” you can get a high-level overview of your practice – including aggregated PRISM and risk tolerance scores. Easily click to expand each advisor for additional information. Surveillance information can be…
Hide and Edit All Proposal Sections
Editable Proposal Generation We recently enhanced our Proposal feature to match the functionality of our Investment Policy Statement. All sections of the proposals are now editable and hide-able. To allow for full flexibility and control StratiFi aims to make our…
Experience the Redesigned Analytics Tab
See the redesigned Analytics page with new widgets that help give you deeper insight into actionable items for you and your clients. Most reports can be run at the account, prospect/client & household level. Click the here to access a 45 second video.…
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…
Managing Your Clients With Ease
Trying to manage numerous clients, each with diverse portfolios and unique investment goals, can be a cumbersome task. It’s difficult to oversee so many moving parts. Fortunately, StratiFi has developed new features and formed new partnerships to help you coordinate…
Tools to Navigate Volatile Markets
Do volatile markets scare your clients? Check out these new features from StratiFi. Given the uncertain times that the world is facing currently, StratiFi is continuously adapting and evolving for financial advisors’ critical needs to help navigate volatile markets. These…
