New Enhancement: Customize asset classification and improved asset listing look and feel
This enhancement provides the control to the advisor on how to list and name the different asset classes and sectors when generating reports. It also improves readability on the asset list.
It offers a greater degree of customization and personalization when it comes to asset listing, making the StratiFi reports more useful and “customer ready”.
Please reach out to us at firstname.lastname@example.org with any questions about these updates!
With ♥ from all of us at StratiFi