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StratiFi & Wealthbox Announce Integration Partnership

SAN FRANCISCO–(BUSINESS WIRE)–StratiFi, developer of award-winning PRISM Rating™ technology for RIAs, Investment Managers, and BDs, has announced a new partnership with Wealthbox. The two firms are working together to combine StratiFi’s award-winning PRISM Rating™ technology with Wealthbox’s CRM to enable…