- Knowledge Base
- Quick Start
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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
Overview of StratiFi
Stratifi is a one-stop-shop risk analysis and compliance platform that quantifies risk on a simple scale of one to ten. Stratifi allows a wealth management firm to understand how a client’s portfolio risk compares with their risk tolerance. The firm