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.

A CRM System Combined with Risk Management

"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.