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.**

Space is limited. Register now to secure your spot.


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

Managing client portfolios doesn’t have to be complex, time-consuming, or rigid. Join us for a high-impact session where we unveil how BX Index’s investment platform—now integrated with StratiFi—helps financial advisors streamline model management, reduce downside risk, and deliver personalized strategies at scale.

You’ll discover how to:

*   Save time with pre-vetted, high-performing models from 20+ elite investment specialists
*   Align investments with client-specific risk scores using StratiFi’s PRISM Score
*   Customize strategies for tax efficiency and portfolio optimization
*   Navigate market volatility with confidence and transparency
*   Differentiate your practice with flexible client-facing deliverables

Whether you're looking to simplify your investment process or elevate your client experience, this session will show you how to take control without the complexity.


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

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

Simplify Portfolio Management: Save Time, Reduce Risk, and Customize with Confidence