Get started with Wealthbox + StratiFi
Modern CRM combined with powerful risk assessment technology.
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.
Import Wealthbox contacts into StratiFi with the click of a button.“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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