We made several product enhancements and feature updates in Q2…
- Integration portal allows self-serviced client onboarding
- Portfolio compare & analyze makes it easy to edit, compare, and analyze portfolios
- Account setting & proposal enhancement – details like tax status and matching models can be saved and used for proposals
- View our May, and June release notes for more details
…and here is what’s coming in Q3!
- Multiple Templates and Enhanced Business Profiles
- Proposal PDF Customization
- Drift Exceptions Alerts, Filtering, and Excel Export
- Weekly/Monthly Summary Emails
- Proposal and IPS History
- RTQ Enhancements
- More Integrations
Live Webinar: Client Risk and Its Impact on a Financial Plan
Better understand your client’s relationship with risk and what it means to the future of their financial plan by joining this live webinar with MoneyGuide and StratiFi.
WHEN: Thursday, July 29th, 2021 at 4pm ET // WHERE: Live Zoom Webinar
The replay is available, watch it here!
Live Webinar: Build Better Portfolios and Cultivate Stronger Client Relationships
Learn how the tight integration between CircleBlack’s wealth management platform and StratiFi’s risk analytics can help advisors build better portfolios and cultivate stronger client relationships.
WHEN: Thursday, July 15th, 2021 at 4pm ET // WHERE: Live Zoom Webinar
The replay is available, watch it here!
Educational Partner Webinar Replay
Watch this webinar replay to discover the essential steps advisors can take to build a robust prospecting process and how to implement them using the Wealthbox and StratiFi integration!
Click here to watch the replay!
Myth #5 — Retirees Are Conservative Investors
At a Barron’s conference of the nation’s top financial advisors, a speaker noted that about 90% of all retirement accounts are in distribution mode. This reflects the fact that there are about 50 million people in America who are over 65 who need to use their investment portfolios to fund their lives. The retirement community is growing…