---
title: Portfolio Risk Scoring & IPS Updates | StratiFi
description: "December 2021 updates: Portfolio Risk Score now embedded in IPS generation, enhanced proposal editor for faster customization. Reduce manual proposal work."
image: https://www.stratifi.com/hubfs/logo.png
---

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  [
  
  
  
  Turn Client Anxiety Into Confidence With Ongoing Risk Alignment
  
  
  
  ](https://www.stratifi.com/advisoriq)
  
  [
  
  
  
  Institutional Risk Analysis For Modern Wealth Management Firms
  
  
  
  ](https://www.stratifi.com/institutional-multi-factor-risk-analysis)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
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  ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes)
  
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  ](https://www.stratifi.com/operationsiq)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Get E-Signed Investment Policy Statements From Clients
  
  
  
  ](https://www.stratifi.com/convert-investment-proposals-to-e-signed-ipss-instantly)
  
  [
  
  
  
  Prevent Fines With Automated Portfolio Supervision & Surveillance Monitoring
  
  
  
  ](https://www.stratifi.com/complianceiq)
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  [
  
  
  
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[← All articles](https://www.stratifi.com/blog)

# December 2021 Product Release Updates

#### Table Of Contents

[View All Articles →](https://www.stratifi.com/blog)

![](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Email-Header-for-Release-Notes-01-1024x326-3.jpg?width=1024&height=326&name=Email-Header-for-Release-Notes-01-1024x326-3.jpg)

**In December, we’ve made several exciting updates** including adding the Portfolio Risk Score section to IPS, improving the custom section’s inline editor, and more. Scroll down for our full list of enhancements this month.

### **1. **Improved custom section’s inline editor****

**About the Enhancement: **Enhances the custom section editor to provide a much more powerful set of tools to adjust styling and formatting.

**Users’ problems this aims to solve:**

- *“*I want to be able to include our company collateral and other attachments in the proposal directly from the platform so I don’t have to invest time putting together the final version of the proposal manually every time.”

**Why does this help? **This enhancement empowers the advisor with better customization options and control of the content and look and feel of the reports.

![](https://www.stratifi.com/hubfs/Imported_Blog_Media/Improved-custom-sections-inline-editor-1.png)

### **2. P**ortfolio Risk Score section added to IPS****

**About the Enhancement: **A new section is now included on the IPS specifying the client portfolio risk and risk tolerance.

**Users’ problems this aims to solve:**

- “I want to be able to show a simple summary of the aggregate portfolio risk and risk tolerance in the IPS, so my clients clearly understand the associated potential risks found in the IPS.”

**Why does this help? **This enhancement increases clarity and transparency on the risks associated to the proposed investment strategy associated to the delivered IPS.

![](https://www.stratifi.com/hubfs/Imported_Blog_Media/IPS-Section-1.webp)

### **3. **Customize asset classification and improved asset listing look and feel****

**About the Enhancement: **Provides control to the advisor on how to list and name the different asset classes and sectors when generating reports. It also improves readability on the asset list.* (This enhancement is currently in development.)*

**Users’ problems this aims to solve:**

- “I want to be able to use our own asset classification in the proposal, so I don’t have to invest time creating another version of the proposal using my firm’s terminology. I want to be able to use StratiFi’s proposal directly and save time in the process.”

**Why does this help? **You will get a greater degree of customization and personalization when it comes to asset listing, making the StratiFi reports more useful and “customer ready.”

![](https://www.stratifi.com/hubfs/Imported_Blog_Media/customized-asset-classification-2-3.png)

### **4. **Display “Matching Models” section on reports****

**About the Enhancement: **A new section is included on all reports displaying the details for the strategy proposed by the advisor to the investor, with names, weights, and risks scores of the associated models.* (This enhancement is currently in development)*

**Users’ problems this aims to solve:**

- “I want to show the clients a simple breakdown of the models running in different accounts in the proposal and IPS so my clients understand which strategies will be deployed in which accounts”

**Why does this help? **It increases transparency when it comes to inform the potential underlying risks associated to the investment proposal to the investor.

![](https://www.stratifi.com/hubfs/Imported_Blog_Media/enhancemnet-4-december-1.webp)

Please reach out to us at [support@stratifi.com](mailto:support@stratifi.com) with any questions about these updates!

With ♥ from all of us at StratiFi

[Product Updates](https://www.stratifi.com/blog/tag/product-updates)

## See how leading wealth management firms scale with StratiFi

←

→

[

Ingalls & Snyder: 5K Accounts, $12B AUM | StratiFi

](https://www.stratifi.com/case-studies/how-ingalls-snyder-solidifies-risk-oversight-across-5k-accounts-and-12b-in-aum-with-stratifi) [

Portfolio Drift Detection 4× Faster — Kingsview | StratiFi

](https://www.stratifi.com/case-studies/how-kingsview-identifies-portfolio-drift-4x-faster-with-stratifi) [

Same-Day Proposals Across 10K Accounts — Fortis | StratiFi

](https://www.stratifi.com/case-studies/how-fortis-capital-advisors-delivers-same-day-proposals-across-10k-accounts-with-stratifi) [

Creekmur Wealth: 50–200 Hours Saved Per M&A | StratiFi

](https://www.stratifi.com/case-studies/how-creekmur-wealth-advisors-save-50-200-hours-on-every-acquisition-transition) [

Spire: 15K Accounts, $5B AUM, 30% Growth | StratiFi

](https://www.stratifi.com/case-studies/how-spire-streamlines-wealth-management-across-15k-accounts-and-5b-in-assets-with-stratifi)

[View all case studies →](https://www.stratifi.com/case-studies)

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##### Competitors

- [StratiFi vs Nitrogen](https://go.stratifi.com/stratifi-vs-nitrogen-comparison)
- [StratiFi vs Orion Risk](https://go.stratifi.com/stratifi-vs-hidden-levers-comparison)
- [StratiFi vs Tolerisk](https://go.stratifi.com/stratifi-vs-tolerisk-comparison)
- [StratiFi vs Finametrica](https://go.stratifi.com/risktolerance-assessment-landing-page?competitor=finametrica)
- [StratiFi vs YCharts](https://go.stratifi.com/stratifi-vs-ycharts-comparison)
- [StratiFi vs Kwanti](https://go.stratifi.com/stratifi-vs-kwanti-comparison)

##### Resources

- [Help Cautious Investors](https://www.stratifi.com/cash-hoarder-ebook)
- [Deal With High Risk Takers](https://www.stratifi.com/risk-takers-ebook)
- [Five Myths About Portfolio Risk](https://www.stratifi.com/5-myths-ebook-download)

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