Wealthbox + StratiFi

Modern CRM combined with powerful risk assessment technology.

Overview

StratiFi is a financial technology company empowering investment advisors to use powerful risk technology to get meaningful insights, better conversations, and more wins. The integration with Wealthbox allows users to automatically send info between Wealthbox and Stratifi.


Resources

Recorded webinar

Onboarding Done Right: From First Conversation to Funded Account

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Akhil Lodha
“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

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