We’ve been hard at work releasing new software features and talking with advisors to discover new ways to add value to provide value! 🙌
Introducing the new & improved Risk Tolerance PDF Report!
Our Investor/Account Risk Tolerance PDF now offers a better layout and allows for in-app preview, as well as orientation changes and company branding elements to enhance the look and feel of the document.
Part of a Analyst’s job is to process potential prospects for their Advisors to handle. Granting them the ability to create these prospects streamlines the process of conversion from prospect to client, saving the Advisor time.
Analysts are now able to create Prospects and assign them to Advisors!
StratiFi’s Real-Time Quotes (RTQs) can be sent to investors via email or embedded as a widget on your firm’s website. Previously, filling out these RTQs on a mobile device was unavailable.
We are pleased to announce that this RTQ is now mobile-friendly!
Advisors and Analyst possess the know-how behind what a template needs to contain, but don’t have the clearance in terms of compliance to issue reports without oversight from Executives or Compliance Officers.
Advisors and Analysts are now capable of creating Proposal and IPS templates on their own, but they will only be able to generate reports with them after a Compliance/Executive member approves them.
Call us with any questions, or click here to schedule a demo and see how StratiFi can benefit you!