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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
How Do I Generate Form CRS for Regulation Best Interest (RegBI)
1. Navigate To Settings → Templates
2. Click on Form CRS
3. Customize any section
4. Generate your Form CRS
