FAQs
- How To Create A Held-Away Account
- How Do I Setup Email and PDF Disclosures
- What Happens When I Create A Held-Away Account?
- How does StratiFi calculate investor risk profile?
- How Do I Generate Form CRS for Regulation Best Interest (RegBI)
- How Do I Apply Different Risk Tolerance Scores To Different Accounts?
- What Does The Red Dot Beside Settings mean?
- What Are The Different Roles In StratiFi And Their Permissions?
- What Proxies Does StratiFi Use For Hedge Funds And Private Equity?
- How Can I See The Top Risk Attributions Of An Account?
- How Can I Add A New User To StratiFi?
- Are The Prism Risk Factors Weighted Equally?
- Can I Exclude A Holding From A Portfolio?
- How To Use The Teams Section
- How To Add Fixed Annuities or Fixed Indexed Annuities To A Model Portfolio Or Account
- How to pay via ACH
- Can I Log In Using Microsoft Single Sign-on?
- How To Download A Blank Form