Overview

This article explains how to connect StratiFi and Wealthbox, so contact and risk-related information can be sent automatically between the two platforms. A recorded webinar is available: Onboarding Done Right: From First Conversation to Funded Account.

What is StratiFi?

StratiFi is a financial technology company that gives investment advisors risk technology to generate meaningful insights, support better client conversations, and win more business. Its integration with Wealthbox allows information to be sent automatically between the two platforms.

How does it work?

Once connected, advisors can import their Wealthbox contacts into StratiFi with the click of a button, so client data doesn't need to be entered manually. This lets advisors offer on-going risk analysis as part of their practice, using client information that's already up to date in both systems.

Step-by-step setup instructions

1. Confirm you have an active StratiFi account and an active Wealthbox account.
2. From StratiFi, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Select the button in StratiFi to import your Wealthbox contacts.
5. Confirm the imported contacts appear correctly in StratiFi.
6. Begin your risk assessment or analysis process in StratiFi using the synced contact data.

(Exact menu labels inside StratiFi may differ slightly by account type — refer to StratiFi's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Wealthbox contacts aren't importing into StratiFi. Solution: Confirm the Wealthbox connection is authorized in StratiFi's account settings, and reconnect if needed.
• Issue: Some contact fields are missing or incorrect after import. Solution: Check that the corresponding fields are filled in correctly on the client's contact record in Wealthbox, then re-import.
• Issue: A newly added Wealthbox contact isn't showing up in StratiFi. Solution: Run the import again in StratiFi, since new contacts may not sync automatically until the import is triggered.

FAQ

• Do I need to manually re-enter client information in StratiFi? No. Once connected, Wealthbox contacts can be imported into StratiFi with the click of a button.
• What does this integration help advisors do? It lets advisors offer on-going risk analysis to clients and prospects using data already stored in Wealthbox.
• Is the import a one-time action or an ongoing sync? Contacts are imported when you select the import option in StratiFi, so you may need to re-run the import to bring in newly added or updated Wealthbox contacts.