StratiFi + Redtail
Client data will automatically sync from Redtail’s CRM to StratiFi, providing efficiencies for firms that utilize both technology providers.
Save on StratiFi plans as a Redtail customer! Reach out to learn more.
Join Our Webinar
Join us for a webinar to see how Redtail and StratiFi integrate together to help advisors save time and grow their practice.
Join us on May 17 @ 1 pm EST
How StratiFi and Redtail Work Together
Subject Matter Expert & Trainer
Watch a pre-recorded webinar.
Build Better Portfolios and Cultivate Stronger Client Relationships
Chief Product Officer