End the Administrative Nightmare: How Gladstone Advisors Are Saving Time and Growing AUM with StratiFi

Are you struggling to balance administrative demands while trying to grow your assets under management?

Join us for an exclusive webinar designed specifically for Gladstone Advisors where we'll demonstrate how StratiFi's innovative platform eliminates time-consuming tasks while providing the tools you need to attract and retain more client assets.

In this practical session, you'll discover how StratiFi helps advisors like you:

• Reclaim your valuable time by automating 4+ hours of weekly tedious data extraction with our AI investment doc scanner
• Enhance portfolio analysis precision with accurate scoring and active insights for your custom models, alternatives, structured products, SMAs, and more
• Transform client conversations with data-driven proposals that clearly communicate value and strategy—helping you win more business
• Streamline your entire workflow through our seamless Black Diamond integration
• Accelerate AUM growth by showcasing sophisticated risk management that differentiates your practice from competitors

The reality is clear: advisors today are caught between administrative burdens and the pressure to grow assets. This webinar will show you how leading Gladstone advisors are using StratiFi to overcome both challenges simultaneously.

Join us to learn how you can save hours each week while positioning your practice for substantial AUM growth.

Choose from two convenient sessions: May 7th @ 2:00pm EST or May 21st @ 2:00pm EST

Space is limited. Register now to secure your spot.