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June 2021 Product Release Updates

Enhanced Account Settings for Proposal and IPS

1. Enhanced Account Settings for Proposal and IPS

Users’ problems we aim to solve:

  • “I need to show my clients which accounts are taxable and which are tax-exempt when I present the investment proposals.”
  • “Each account can have its own model/strategy depending on the investment goals. I cannot generate proposals with only 1 matching model, in this case, I need blended models/benchmarks.”

About The Enhancement:

Save tax information and a matching model for each account to generate more tailored proposals. This new feature also allows you to generate proposals with blended models and benchmarks.

Enhanced Account Settings for Proposal and IPS

2. Investment Proposals With Advisor Fee Deducted

Users’ problem we aim to solve:

  • “I want to present more transparent proposals with the managing fee deducted and have clearer communications with my clients”

About The Enhancement:

We allow advisors to add management fee to the proposals so that the platform calculates investment performances with the fee deducted.

3. Withdrawal Rate for Retirees

Users’ problem we aim to solve:

  • “I want to show my clients personalized and realistic retirement scenarios – how much they can withdraw, and how long the fund will last.”

About The Enhancement:

“Sequence risk for retirees” in the proposal already visualized the best and worst-case retirement scenarios. We added a “withdrawal rate” to the proposal so advisors can generate personalized and realistic retirement scenarios for each client.

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

Additional Advisor Resources

Bob Veres features StratiFi in ‘Inside Information’ February 2022 Edition

Bob asks, “Is it really possible that a portfolio risk assessment tool for wealth managers could be as sophisticated as the algorithms that institutional teams are using?”

The Cash Hoarder Playbook for Advisors

Learn how to convince a cash hoarder to invest wisely.
  • Key behavior attributes of a cash hoarder
  • Tools to assess their risk profile and identify their motives
  • Strategies to overcome push-back
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