Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time
Redtail Technology > News > Integrations > New integration with StratiFi!

New integration with StratiFi!

Category: Integrations
integration updates

StratiFi: A Robust Risk Analysis, Portfolio Design, and Compliance Platform

StratiFi logo

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.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.