Deleting Clients
From the Clients page, select the client(s) that you want to delete and click the delete button
Deleting Client Accounts
In the Clients section, click the client that has an account (or accounts) that you would like to delete
Once you are in the client’s record, scroll down to the accounts section, select the account(s) that you want to delete and then click the delete button
Deleting Prospects
Select Prospects from the left sidebar of the Stratifi dashboard
Select the prospects you want to delete then click the delete button
Deleting Model Portfolios
Select Model Portfolios from the left sidebar of the dashboard
From the model portfolio’s page, select the model portfolios that you want to delete and click the delete button
Deleting Household information
Select Households from the Stratifi dashboard
On the households’ page, select the household names that you want to delete then select the delete button
