- Knowledge Base
- Video Lessons
- Prospecting
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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
Prospecting With StratiFi
StratiFi helps you generate leads and run the full lifecycle to convert your prospects to a clients. You can now better understand your prospects and create fully customizable proposals to show them how you can help them meet their goals.
In this guide, you will learn how to generate leads and create personalized proposals to close more deals!