Clients
Current Clients
- 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 Add Residential Real Estate to an Account
- How Do I Move Households In Stratifi?
- How Do I Move Clients From One Advisor To Another
- How do I add a Goal to an Account?
- How do I send the Risk Tolerance questionnaire to a Client
- How do I Evaluate My client’s Portfolio Risk
- How Do I Create A Proposal?
- How do I Bulk Update Risk Tolerance for all of my Clients?
- How Do I Create A Household Level Proposal?
- How Do I Create An Investment Policy Statement (IPS)?
- How Do I Copy An Account and Make It A Model Portfolio?
- How Do I Send a Client a Risk Tolerance Questionnaire (RTQ)
- How Do I Customize A Proposal?
- How Do I Generate An Investment Policy Statement?
- Connecting And Organizing Your Data
- How Do I use a CSV file to Update the Household Data
- How Do I Create A Household?
- Household Information
- How Do I Move Accounts In Stratifi
- How Do I Delete Accounts?
- How Do I Bulk Update Risk Tolerance Scores?
- How Do I Bulk Update Risk Tolerance via CSV