Do volatile markets scare your clients? Check out these new features from StratiFi.
Given the uncertain times that the world is facing currently, StratiFi is continuously adapting and evolving for financial advisors’ critical needs to help navigate volatile markets. These recent changes are directly heard from our users and thoughtfully implemented by our team.
Add a risk tolerance questionnaire widget to your website
StratiFi has now launched a marketing widget that will supercharge your lead generation.
Simply add this banner to your website by contacting us at email@example.com. Any clients who finish the questionnaire will be automatically added to the prospect list in your platform. Want to see what the questionnaire looks like? Check here by clicking the banner.
Share your compliance notes with team members
How do you communicate with your team about your clients’ risks, tolerances, and reactions? Our new compliance note feature makes it easy.
Tag your team member when you add a compliance note by typing @firstname-lastname then your team member will be notified by email. Please note that your team member should be registered with StratiFi.
StratiFi & AdvisorPeak Partner To Help Advisors Easily Manage Entire Investment Lifecycle
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience.