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Explore the Surveillance Tab

StratiFi Technologies Inc

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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 broken down further into these four categories:

  1. Prospects
  2. Clients
  3. Accounts
  4. Households

Check it out and see what you think!

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