1346 The Alameda, STE 7-388, San Jose, Ca 95126

Financial Advisor Firms: Grow your clients and your business
in one place.
CORE Get Core Free For New Businesses Contact Module
Email Module Get Core Free PRO For Growing Businesses Call For Pricing ENTERPRISE (669) 231-2400 Optimize Your Business Designed for larger broker/dealer and RIA
networks, the Enterprise option is well-suited
for more complex business structures and
processes with multiple locations and
custodians.
Features include Help Desk solutions,
hierarchy management, and advanced
reporting. This option is by contract only.
30-Day Free Trial For Enterprise Businesses Get PRO $149/mo Contacts
Organizations
Touchpoints
Custom Lists
Email archiving
Mass Comments
Flagging
Tagging
Tasks / Calendar Module
Tasks
Calls
Events
My Calendar
Sales Module Shared Calendar Leads
Opportunties
Multiple Pipelines
Sales Forecasts
Quotes
Invoices
Tax
Documents Module Document Library
Document Sharing
Document Distribution
Document Consumption Tracking
Google Drive
Portfolio Accounting Automated Data Feeds
Portfolio Views
Holdings Views
Balances Views
Securities Views
Statements
Performance Reports
Client Portal View
Integrations Stratifi Basic
WealthKit
MS Office 365
Google
MS Exchange
Stratifi Advisor
Stratifi Medium
Stratifi Pro
MyRepChat
Ring Central
Inbox
Email Tracking
Email Templates
Mass Emailing
Email Hosting
Help Desk Module Cases
Work Orders
Knowledge Base
Email To Case
Automated case Processing
Business Hours
SLA Policies
Satisfaction Survey
Projects Module Projects
Project Tracking
Time Tracking
Auto Creation of Tasks
Issue tracking
User Access Control Large Organization Hierarchy
Multiple Levels of Access
User Groups
Global Sharing Record
Analytics Pre-built Reports / Charts
Custom Tabular Reports
Custom Charts
Custom Scheduled Reports
Compliance Engine
Marketing Automation Mass Email Campaigns
Auto Responder Campaigns
Automatic Email Personalization
Email Tracking
List Segmentation
Email Template Library
Image Storage
Automation Lead Creation from Email
Contact Creation from Email
Case Creation from Email
Opportunity Creation from Email
Smart Alerts
Follow Up Rules
Workflows
Automatic Record Updates
Approval Process Automation
Update Notifications
Web Web to Lead Forms
Web to Contact Forms
Web to Case Forms
Web to Organization Forms
Web to Opportunity Forms
Contact Module
Contacts
Organizations
Touchpoints
Custom Lists
Email archiving
Mass Comments
Flagging
Tagging
Tasks / Calendar Module
Tasks
Calls
Events
My Calendar
Shared Calendar
Sales Module Leads
Opportunties
Multiple Pipelines
Sales Forecasts
Quotes
Invoices
Tax
Documents Module Document Library
Document Sharing
Document Distribution
Document Consumption Tracking
Google Drive
Portfolio Accounting Automated Data Feeds
Portfolio Views
Holdings Views
Balances Views
Securities Views
Statements
Performance Reports
Client Portal View
Integrations Stratifi Basic
WealthKit
MS Office 365
Google
MS Exchange
Stratifi Advisor
Stratifi Medium
Stratifi Pro
MyRepChat
Ring Central
Email Module Inbox
Email Tracking
Email Templates
Mass Emailing
Email Hosting
Help Desk Module Cases
Work Orders
Knowledge Base
Email To Case
Automated case Processing
Business Hours
SLA Policies
Satisfaction Survey
Projects Module Projects
Project Tracking
Time Tracking
Auto Creation of Tasks
Issue tracking
User Access Control Large Organization Hierarchy
Multiple Levels of Access
User Groups
Global Sharing Record
Analytics Pre-built Reports / Charts
Custom Tabular Reports
Custom Charts
Custom Scheduled Reports
Compliance Engine
Marketing Automation Mass Email Campaigns
Auto Responder Campaigns
Automatic Email Personalization
Email Tracking
List Segmentation
Email Template Library
Image Storage
Automation Lead Creation from Email
Contact Creation from Email
Case Creation from Email
Opportunity Creation from Email
Smart Alerts
Follow Up Rules
Workflows
Automatic Record Updates
Approval Process Automation
Update Notifications
Web Web to Lead Forms
Web to Contact Forms
Web to Case Forms
Web to Organization Forms
Web to Opportunity Forms
Get PRO $149/mo (per user) (per user) Call For Volume Discounts 30-Day Free Trial