live Webinar Workflows

Streamline Proposal Creation with StratiFi + Wealthbox

Wednesday, Jul 9, 2025 at 2:00 PM ET

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Join StratiFi and Wealthbox for a live webinar on simplifying client portfolio proposals. Learn how to automate proposal generation based on risk tolerance and investment objectives. Discover how Wealthbox Workflows can enhance your client experience.

This webinar will cover:

  1. An overview of Workflow Libraries in Wealthbox
  2. How to use workflows to generate client portfolio proposals
  3. Automating proposals based on risk tolerance and goals
  4. Getting started with the StratiFi Proposal Workflow in Wealthbox

Speakers

Jory Loomis

BDR & Partnerships Lead

StratiFi

Chris Kopanski

Head of Customer Education

Wealthbox

“We are excited to work with Wealthbox in bringing our mutual best-of-breed technologies together. A CRM system combined with a risk management system creates a very efficient process for advisors to review risks with their clients and prospects. This integration enables advisors to easily offer on-going risk analysis as a key component of their practice.”

Akhil Lodha

CEO of Stratifi