Knowledge Base

Back to home

Knowledge Base

Clients

Clients

How To Add An Account Using A CSV File

Potential Clients

How Do I Add/Edit a Prospect in Stratifi

How to Add an Account to a Prospect manually

How Do I Send a Prospect a Risk Tolerance Questionnaire (RTQ)

How to convert a Prospect to a Client

Current Clients

How Do I Create A Household?

How Do I Bulk Update Risk Tolerance Scores?

How Do I Move Accounts In Stratifi

How Do I Create An Investment Policy Statement (IPS)?

How Do I Create A Proposal?

How Do I Bulk Update Risk Tolerance via CSV

How Do I Delete Accounts?

How Do I Create A Household Level Proposal?

How Do I use a CSV file to Update the Household Data

Household Information

Connecting And Organizing Your Data

How Do I Move Clients From One Advisor To Another

How Do I Copy An Account and Make It A Model Portfolio?

How Do I Generate An Investment Policy Statement?

How Do I Customize A Proposal?

How Do I Send a Client a Risk Tolerance Questionnaire (RTQ)

How do I Bulk Update Risk Tolerance for all of my Clients?

How do I add a Goal to an Account?

How do I Evaluate My client’s Portfolio Risk

How do I send the Risk Tolerance questionnaire to a Client

How Do I Add Residential Real Estate to an Account

How do I Add An Account to a Client via CSV

How do I Add a Client Manually?

How Do I Download All The Client and Account Data In My Stratifi Account?

How do I Add An Account to a Client Manually?

How To Use The New Willingness Risk Tolerance Questionnaire

How Do I Move Households In Stratifi?

See more