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Customized Asset Classification

Customized Asset Classification

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 support@stratifi.com with any questions about these updates!

With ♥ from all of us at StratiFi

Justin Jones Administrator
Justin has worked in both the financial and customer service industries for numerous years and has a passion for investing and trading. He helps advisors easily understand risk and improve their clients' experiences.
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