2018 Industry Awards Winner 2018 Industry Awards Winner >

Hide and Edit All Proposal Sections

StratiFi

Share This Post

Hide/edit proposals

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 tools as simple and straight-forward as possible. The fully customizable Proposal and Investment Policy Statements are just the start. Generate a proposal today along with an IPS to close more deals!

Minhee Park Administrator
Product Manager
Minhee is leading the product at Stratifi technologies. She has many years of experience in designing games.

Related Posts

Simple, Robust, and Cost-effective.

How can you differentiate yourself, have a positive impact on your clients' financial lives, and build a valuable practice at the same time?

See How StratiFi Can Help