---
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."
---

[StratiFi Blog — Insights for RIAs and Broker-Dealers ](https://www.stratifi.com/blog)

# [Portfolio Risk Scoring & IPS Updates | StratiFi](https://www.stratifi.com/blog/product-updates/december-2021-product-release-updates)

 Written by [Justin Jones](https://www.stratifi.com/blog/author/justin-jones) | 12/21/21 9:37 PM

**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.

### **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.

### **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.”

### **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.

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

[View full post](https://www.stratifi.com/blog/product-updates/december-2021-product-release-updates)

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