
StratiFi + Wealthbox
"The Wealthbox team is thrilled to add StratiFi to our ecosystem as a risk management solution. The StratiFi platform is an excellent fit with Wealthbox for our mutual advisor customers to help them make their clients successful."
Jomin Bishop, VP of Sales at Wealthbox Tweet

Watch Our Webinar
Watch our webinar to see how Wealthbox and StratiFi integrate together to help advisors save time and grow their practice.
Live Webinar!
Join us on May 17 @ 1 pm EST
How StratiFi and Redtail Work Together
Join Austin Johnson, Subject Matter Expert & Trainer at Redtail, and Akhil Lodha, CEO of StratiFi, as they discuss how StratiFi and Redtail work together.

Austin Johnson
Subject Matter Expert & Trainer
Redtail

Akhil Lohda
Co-Founder, CEO
StratiFi
Risk Analysis Software + CRM: A Webinar on the Integration of StratiFi and Wealthbox
In this webinar, you will learn why the integration between StratiFi and Wealthbox provides the perfect solution for syncing contacts to evaluate risk at the household and individual level.

Chris Kopanski
Senior Product Specialist
Wealthbox

Akhil Lohda
Co-Founder, CEO
StratiFi