StratiFi Training Calendar
Select your 2 training sessions and start leveraging StratiFi!
Select Your 2 Training Sessions
We will be hosting 2 training sessions where you’ll learn everything you need to start leveraging StratiFi.
Please complete the following steps:
• Step 1 — Book training 1
• Step 2 — Book training 2
You will receive a confirmation email for each training session you book. If you run into any issues, please reach out to support@stratifi.com.
STEP 1: Book Training #1
Overview, Prospecting, and PRISM™ Ratings
Training #1 will take place on Mondays at 3 pm EST. Please select a date that works for you:
In this training, you will learn about:
- Overview of StratiFi
- Prospecting With StratiFi
- PRISM™: Understanding Portfolio Risk
Training will be hosted by:
Justin Jones
Customer Success Manager
STEP 2: Book Training #2
Proposals, IPS, Compliance, Analytics, and More
Training #2 will take place on Wednesdays at 3 pm EST. Please select a date that works for you:
In this training, you will learn about:
- Proposals & Investment Policy Statements
- Model Portfolio Construction & Analysis
- Enhancing Compliance With StratiFi
- Analytics: Your Centralized Risk Dashboard
Training will be hosted by:
Justin Jones
Customer Success Manager
