The StratiFi Edge: January Edition

Included in this issue:

– StratiFi Product Enhancements (video below)

– Integration with Charles Schwab is Coming Soon

– Webinar: StratiFi Risk + CircleBlack Portfolio Management

– MoneyGuidePro Enhancement

StratiFi Product Enhancements

New features are being released! Watch the video above for details.

1. Profile Enhancement – Advisors can add a second location in addition to corporate headquarters
2. IPS & Proposal Template Enhancements – Now you can create multiple templates to use for different types of clients
3. Customized Asset Classification – Allows our users to use their own taxonomy for asset classification
4. Feedback Widget – Have an idea for a new feature? Use the Feedback Widget to suggest ideas or vote on new features and enhancements

Charles Schwab Integration, Coming Soon!

Our integration with Charles Schwab is moving into production! Our mutual customers will be able to sync their Schwab data into StratiFi seamlessly via our SSO integration. Look out for our beta test announcement.

On The Horizon: CircleBlack + StratiFi Webinar

We are currently planning to host a webinar with Sarah Rasmus, CPO at CircleBlack in February, 2022. Watch your inbox for an invitation and RSVP to learn more.

MoneyGuidePro Integration Enhancement

We’re enhancing our integration so you can see StratiFi’s Risk Tolerance Scores inside your MoneyGuidePro account. This enhancement should be coming out later this month.