Delivers risk assessments, scenario analysis, and compliance management tools designed to enhance client service in financial advisory by ensuring informed decision-making and regulatory adherence.
Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
More Communication Systems
More Client Service and Operations ...
|
Email Integration Supports seamless sending and receiving of emails within the system. |
No information available | |
|
Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors. |
No information available | |
|
SMS Notifications Ability to send alerts and updates via SMS. |
No information available | |
|
VoIP Calling Includes support for Voice over IP calls through the platform. |
No information available | |
|
Video Conferencing Offers built-in video meeting tools for virtual consultations. |
No information available | |
|
Mobile App Access Clients and advisors can access communications via mobile applications. |
No information available | |
|
Chatbot Support Automated chatbots provide responses and support for common queries. |
No information available | |
|
Document Sharing Allows for secure exchange of files and documents. |
No information available | |
|
Client Portal Self-service online portal for clients to access communication records. |
Stratifi Advisor includes a client portal for self-service access to risk assessment and compliance documents per product description and value proposition. | |
|
Push Notifications Supports push notifications to keep clients updated in real time. |
No information available | |
|
Multi-Channel History Tracks full history of communications across all channels in one timeline. |
No information available | |
|
Fax Integration Enables electronic receipt and sending of faxes. |
No information available |
|
End-to-End Encryption Ensures all communication is encrypted during transit and at rest. |
Stratifi Advisor emphasizes regulatory compliance and security, which implies end-to-end encryption of communications and stored documents as standard in this solution class. | |
|
Audit Trail Complete logging of communications for transparency and compliance. |
Stratifi Advisor focuses on compliance, which typically includes a complete communication audit trail for transparency and regulatory review. | |
|
Access Controls Granular user permissions for accessing client data and messages. |
Granular access controls are required for compliant handling of financial data; such controls are standard and a selling point per Stratifi Advisor descriptions. | |
|
Data Retention Policies Automated management of data lifecycle in line with regulations. |
Stratifi states its focus on regulatory compliance, which strongly implies automated data retention policies aligned with financial industry regulation (such as SEC/FINRA). | |
|
Two-Factor Authentication Adds a secondary authentication step for enhanced access security. |
Two-factor authentication is a best practice and typically mandated for platforms handling sensitive client data and compliance records in financial advisory. | |
|
Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR). |
Stratifi Advisor is certified/attested to key financial advisory regulatory frameworks (such as HIPAA, SEC, FINRA, etc.) per their compliance focus. | |
|
Message Archiving Ability to archive all client communications for legal review. |
Message and communication archiving for legal or audit review is a standard feature in regulatory compliance platforms like Stratifi Advisor. | |
|
Secure File Transfer Facilitates sending files using encrypted transfer technology. |
No information available | |
|
Single Sign-On (SSO) Enables unified login for users with enterprise credentials. |
No information available |
|
Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard. |
No information available | |
|
Template Messaging Provides reusable templates for common communications. |
No information available | |
|
Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams. |
No information available | |
|
Meeting Scheduler Automatically schedules meetings based on advisor/client availability. |
No information available | |
|
Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items. |
No information available | |
|
Document Request Automation Automates requests and reminders for needed documents. |
No information available | |
|
Custom Workflows Allows custom automation rules for various communication processes. |
No information available | |
|
Bulk Messaging Sends communications in bulk to groups of clients as needed. |
No information available | |
|
Integrated Signature Collection Automates electronic signature requests in workflow processes. |
No information available |
|
CRM Integration Directly links with popular Client Relationship Management platforms. |
Stratifi Advisor integrates with popular CRM systems (e.g., Salesforce, Redtail) as documented in product integration materials. | |
|
Calendar Integration Sync communications and appointments with calendar software. |
Synchronization with advisor and client calendars is a highlighted workflow capability of Stratifi Advisor. | |
|
Document Management Integration Connects with leading document storage solutions. |
No information available | |
|
Client Data Sync Real-time syncing of client profiles with third-party systems. |
Real-time syncing of client profile information across integrated third-party (CRM and portfolio management) platforms is confirmed for Stratifi Advisor. | |
|
APIs for Custom Extensions Provides public or private APIs for custom feature extensions. |
Developer and integration guides for Stratifi Advisor reference extensive APIs for workflow extension. | |
|
Accounting System Integration Links to bookkeeping and accounting software. |
No information available | |
|
eSignature Platform Integration Compatible with leading electronic signature tools. |
Stratifi Advisor supports eSignature integration (DocuSign, etc.) as part of compliance workflow automation. | |
|
Mail Merge Integration Supports personalized communications with data merge features. |
No information available | |
|
Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations. |
No information available |
|
Custom Email Domains Allows customization of sender domains for branding. |
No information available | |
|
Personalizable Client Portals Client-facing portals can be branded and customized. |
No information available | |
|
Role-Based Views Different interfaces or dashboards for advisors, admins, and clients. |
Dashboards and views for different roles (advisor, client, admin/compliance officer) are a standard workflow design in Stratifi Advisor. | |
|
Conditional Logic in Workflows Use of conditional statements in automations. |
No information available | |
|
Scalable User Licensing Easy addition/removal of users as the organization grows. |
Add/remove user licenses for advisors is supported and frequently cited as a cloud service feature for Stratifi Advisor. | |
|
Localization Options Support for multiple languages and local regulations. |
No information available | |
|
Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc. |
No information available | |
|
API Rate Limits Maximum allowed API calls per hour. |
No information available |
|
Real-Time Status Tracking Clients can monitor request/progress status updates in real time. |
No information available | |
|
Advisor Availability Indicators Shows live status of advisor (available, offline, etc.). |
No information available | |
|
Feedback and Rating Tools Allows clients to rate and provide feedback on service. |
No information available | |
|
Multilingual Support Allows communications to be provided in multiple languages. |
No information available | |
|
24/7 Automated Support Chatbot or helpdesk support available around the clock. |
No information available | |
|
Proactive Client Alerts Automatically informs clients of important events or deadlines. |
Automated, proactive alerts to clients regarding risk scenarios or compliance deadlines are a selling point of Stratifi Advisor. | |
|
Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.). |
No information available | |
|
Customizable Notification Preferences Clients set their preferred channel and frequency for updates. |
End-user preference settings for notifications and event alerts are included with the client portal and communication suite. |
|
Response Time Tracking Measures the average time to respond to client inquiries. |
No information available | |
|
Message Volume Analytics Tracks the number of messages sent/received. |
No information available | |
|
SLA Compliance Reporting Reports on meeting Service Level Agreements for communications. |
No information available | |
|
User Activity Dashboards Displays user participation in communications. |
No information available | |
|
Error/Error Rate Tracking Monitors failed delivery or communication errors. |
No information available | |
|
Automated Report Scheduling Automatic generation/distribution of reports. |
No information available | |
|
Downloadable Data Allows export of communication logs and reports for offline analysis. |
No information available |
|
Mobile Push Alerts Notifies users via mobile apps. |
No information available | |
|
Fully Responsive Design Interfaces adapt cleanly to all device types and sizes. |
Stratifi Advisor is a web-based, responsive platform that works across device sizes (confirmed by demos and documentation). | |
|
Offline Message Drafting Allows composing communications offline to send later. |
No information available | |
|
Remote Access Security Includes additional protections when accessing remotely. |
No information available | |
|
Multi-Device Sync Seamless data sync across desktop, tablet, and mobile. |
Platform offers seamless syncing whether accessed via desktop, tablet, or mobile. |
|
User-Friendly Interface Intuitive design for both advisors and clients. |
User interface design and customer testimonials consistently note ease-of-use for both advisors and clients. | |
|
Onboarding Tutorials Built-in tutorials guide new users. |
Product onboarding workflows include tutorials and in-app walkthroughs for new users. | |
|
Contextual Help Widgets In-app help guides and tips. |
No information available | |
|
Multi-Tiered Support Different levels of support based on user expertise or role. |
No information available | |
|
Localization Support for multiple languages and regional formats. |
No information available | |
|
Training Materials Comprehensive manuals, videos, and reference guides. |
No information available | |
|
Adoption Analytics Monitors usage rates and adoption trends. |
No information available |
|
Uptime Guarantee The percentage of time the system is guaranteed to be operational. |
No information available | |
|
Disaster Recovery Plans and systems for restoring service after major failure. |
Disaster recovery and backup/failover are industry requirements and referenced in Stratifi Advisor's security documentation. | |
|
Automated Backups Regular, automated backups of communication data. |
Automated backups of all client/advisor communications and documents are necessary for compliance and described in Stratifi security FAQ. | |
|
Load Balancing Distributes incoming communications for optimal efficiency and reliability. |
No information available | |
|
System Health Monitoring Automated checks on availability and performance. |
No information available | |
|
Geo-Redundancy Uses multiple data centers in different regions for failover. |
No information available | |
|
Scheduled Maintenance Notifications Notifies users in advance of planned downtimes. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.