Elevate Your Brand With New & Improved PDFs, Mobile-Friendly RTQs, + More
We’ve been hard at work releasing new software features and talking with advisors to discover new ways to add value to provide value! 🙌
Posts about Product Updates
January 2023 Product Enhancements
Over the past several months, we’ve made many product enhancements including two-factor...
January 2022 Product Release Updates
So far in 2022, we’ve made several exciting updates including support for multiple templates for...
December 2021 Product Release Updates
In December, we’ve made several exciting updates including adding the Portfolio Risk Score...
Customized Asset Classification
New Enhancement: Customize asset classification and improved asset listing look and feel
This...
July 2021 Product Release Updates
1. Risk tolerance update filter
Users’ problem we aim to solve:
Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk
SAN FRANCISCO–(BUSINESS WIRE)–Envestnet | MoneyGuide and StratiFi, developer of award-winning...
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: