StratiFi: A Robust Risk Analysis, Portfolio Design, and Compliance Platform
ABOUT StratiFi “StratiFi is a one-stop-shop risk analysis and compliance platform that quantifies risk on a simple scale of one to ten. Stratifi allows a wealth management firm to understand how a client’s portfolio risk compares with their risk tolerance. The firm will easily be able to spot misalignments allowing them to take corrective actions with clients and have an audit trail from a compliance standpoint.”
WHAT ARE THE INTEGRATION POINTS BETWEEN STRATIFI AND REDTAIL CRM? Integrating a CRM system with a risk management system can create a very efficient process for advisors to review risk with their clients and prospects. This integration allows Redtail & StratiFi customers to sync their Prospect, Client, and Household data from Redtail into StratiFi to see their risk profile and portfolio risk and have oversight on accounts.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.