- Knowledge Base
- Video Lessons
- Getting Started
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Quick Start
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Analytics
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General
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Clients
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Reports
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Portfolios
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Compliance
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Integrations
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FAQs
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Video Lessons
- Getting Started
- Prospecting
- Managing Your Clients
- Risk Tolerance in Stratifi
- Model Portfolio Construction & Analysis
- Proposals & Investment Policy Statements
- PRISM: Understanding Portfolio Risk
- Analytics: Your Centralized Risk Dashboard
- Enhancing Compliance With StratiFi
- Connecting And Organizing Your Data
- Configuring And Troubleshooting StratiFi
- Compliance and Drift Exceptions Training
Getting Started
Welcome to StratiFi! We are excited to partner with you. In this course, we will walk you through the basics of setting up your StratiFi account. So let’s get started!