As the year comes to a close, we’d like to wish you Happy Holidays from everyone here at StratiFi!
Included in this issue:
Join us at Valor Virtual Investment Conference
- Product Enhancement: Customized Asset Classification
- Webinar Replay: Transform Your Practice with Modern Technology
- Access our Lead Generation Risk Widget
Earn 5 CEs at Valor Virtual Investment Conference
We’re participating in the Valor Virtual Investment Conference on Wednesday, December 8th! Hear from Akhil Lodha, CEO from 3:20 to 4:15 EST in a discussion about Fiduciary Services & Business Growth Tools.
Enhancement: Customize Asset Classification and improved asset listing look and feel.
This new enhancement provides you with control for how to list and name the different asset classes and sectors when generating reports. It also improves readability on the asset list. It offers a greater degree of customization and personalization when it comes to asset listing, making the StratiFi reports more useful and customer ready!
Read more about this enhancement here.
Webinar Replay: Transform your practice with modern technology for the modern RIA
On November 17th, we hosted a webinar with UX Wealth Partners. Watch the replay today and discover how advisors are leveraging leading tools in CRM, portfolio management, client engagement, and risk analysis to build a unified tech stack to deliver better outcomes for their clients.
The RIA of the future is bold and UX Wealth is partnering with advisors to help them save time, improve investment outcomes and enhance client experiences!
Convert Leads into Prospects with StratiFi’s Lead Generation Widget
Use StratiFi’s Referral and Lead Generation Widget to prospect leads, grow your book, and increase your revenue.
Install our lead generation widget on your website to convert visitors into prospects and include our widget in your email signature to make it easier for your prospects to engage with you.