5 Steps To Success

These are the best practices that advisors have taken to be successful with StratiFi.

1. Familiarize yourself with our Risk Tolerance Questionnaire (RTQ). Whether you're sending your first RTQ or your hundredth, these resources will ensure you're getting the most out of this powerful tool.

• • Send an RTQ to a client
  • Send an RTQ to multiple clients at once 
  • Adding the RTQ link to your email signature
    

2. Familiarize yourself with our Model Portfolio section. You can effortlessly create and analyze different model portfolios within our system. Our guide explores diverse strategies to build, update and evaluate their risk-return attributes. Additionally, you can combine multiple models to create a comprehensive Model-of-Models.

• • How to create a new model portfolio
  • How to improve a model portfolio
  • How to build a blended model portfolio

3. Learn how to Generate & Send out a Proposal!

• • A step-by-step guide on creating a proposal
  • Customizing proposal reports
  • Setting up disclosures for proposals
  • Creating a household-level proposal

4. Familiarize yourself with our PRISM Risk Rating System. Risk is a broad topic and can be overwhelming to clients. Check out these resources to make it easy for your clients to understand:

• • How does StratiFi calculate portfolio risk
  • How to explain portfolio risk to clients
  • How to explain diversification risk to clients
  • How to explain tail risk to clients

5. Learn how to Brand your Investment Policy Statement (IPS) and Proposal reports to elevate your story. Personalization doesn't just enhance the look of your reports – it elevates your client's experience, too.

• • Log into your StratiFi dashboard, go to Settings
  • Under the Business Profile, add your company logo
  • Add your primary and secondary Brand Colors
  • Under My Profile, add your title and phone #
  • Under the Share Your Calendar Section, link your calendar