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January 2023 Product Enhancements

Over the past several months, we’ve made many product enhancements including two-factor authentication, enabling a team section for advisors, adding yielded dividends to proposals, and more.

Two-Factor Authentication

Two-factor authentication (2FA) is essential to web security because it immediately neutralizes the risks associated with compromised passwords.

Now users can enable two-factor authentication when logging into StratiFi for increased security.

We’ve also added the option to lock the account for 15 minutes after 3+ failed login attempts. This acts as a deterrent for malicious agents attempting brute force password/username guessing.

Team Section for Advisors

Advisors now have access to the “Team” section, which gives them the details of the team they belong to. Previously, only executive roles had access to the team section.

Display Yield in Proposal

(CURRENTLY IN BETA) 

Rather than manually adding dividend yield data to Proposals, advisors now have the choice to add yielded dividends associated to the document when investors ask for that information.

This enhancement makes it easier to provide more valuable information when proposing an investment strategy to the client.

This strategy is currently in beta. The yielded dividends section is hidden by default but can be enabled by advisors.

Stay tuned—we plan to release more product enhancements in Q1!

Please reach out to us at support@stratifi.com with any questions about these product enhancements.

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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