Redtail Integration: Analyzing Risk with StratiFi
The requirement for a comprehensive operation and Redtail customer relationship management tool is...
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Wealthbox Integration: Risk Analysis with StratiFi
In 2014, Wealthbox, a CRM system for all financial advisors was introduced. Wealthbox is renowned...
StratiFi & Redtail Announce Integration Partnership
The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via ...