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Partner | Wealthbox CRM

StratiFi + Wealthbox

This integration enables advisors to easily offer on-going risk analysis as a key component of their practice through the Wealthbox CRM.

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"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

Watch a pre-recorded webinar!

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

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