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Resources for Financial Professionals

Welcome to the StratiFi University

CE Approved Webinars

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Technology and Integration Webinars

StratiFi collaborates with other leaders in the FinTech Industry to bring you insightful discussions and integration snapshots. View our Educational Webinar Series replays.

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Whitepapers

Read our whitepapers, including “How to thrive as compliance pressures rise” by Steve Sears and Akhil Lodha.

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E-Book

Learn about the five myths that put portfolios at risk, revealing how you can minimize risk in client portfolios

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Podcasts

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StratiFi Learning Center

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Product Updates

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