July 2021 Product Release Updates
1. Risk tolerance update filter
Users’ problem we aim to solve:
Minhee Park
Convert Leads into Prospects with StratiFi’s Lead Generation Widget
Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you...
June 2021 Product Release Updates
1. Enhanced Account Settings for Proposal and IPS
Users’ problems we aim to solve:
May 2021 Product Release Updates
1. Model Portfolio Compare, Edit, and Analyze (in beta)
Problems we aim to solve:
Merging Client Accounts
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Looking into merging client accounts?
Evaluating Your Client’s Portfolio Risk
Enhancing Collaboration, Speed, and Simplicity
Collaboration is one of the most important characteristics of any successful team, and...