---
title: Risk Tolerance Tracking & Drift Alerts | StratiFi
description: Track risk tolerance changes and portfolio drift in real time. New filters let advisors monitor client questionnaire updates and flag...
image: https://www.stratifi.com/hubfs/logo.png
---

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  Institutional Risk Analysis For Modern Wealth Management Firms
  
  
  
  ](https://www.stratifi.com/institutional-multi-factor-risk-analysis)
  
  
  
  
  
  
  
  
  
  
  
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[← All articles](https://www.stratifi.com/blog)

# July 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/Screen-Shot-2021-07-21-at-10_25_32-AM-1.png?width=898&height=380&name=Screen-Shot-2021-07-21-at-10_25_32-AM-1.png)

### **1. **Risk tolerance update filter****

Users’ problem we aim to solve:

- “I want to see the list of my clients who submitted the risk tolerance questionnaire answers in the last week/month. I get emails whenever they submit the answers, but I need to manage them all together in the platform.”  
- “I need to know if any of my clients’ risk tolerances are not updated more than 1 year because aligning the portfolio risk with their risk tolerance is a critical part of my work”  

**About The Enhancement:**  
We added a filter to the clients and prospects pages (like in the image above).

### **2. **Drift Exception Enhancement****

*Drift exception is only available for Business & Enterprise plan. (If you want to enable this feature, please contact [support@stratifi.com](mailto:support@stratifi.com))

Users’ problem we aim to solve:

- “As a compliance officer, I need to oversee all exceptions of the entire firm. Each exception has history, and I wish the system saves every event such as portfolio risk changes due to the market status, risk tolerance changes, account closed, compliance note added, etc.”
- “I want to save the drift exceptions in MS Excel format to easily share with anyone by attaching it to the emails or uploading to some cloud systems. I also want to save these files periodically for backups.”

**About The Enhancement:**  
Show the company level or advisor level drift exceptions in one place with multiple filters and the ability to export to excel:

![](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-07-21-at-10_47_34-AM-1.png?width=899&height=455&name=Screen-Shot-2021-07-21-at-10_47_34-AM-1.png)

Users can manage the exceptions by adding labels. All activities and events are automatically saved. You can also export all the data in MS Excel format with one click. Contact us at [support@stratifi.com](mailto:support@stratifi.com) to learn more about this feature and get a demo.

### **3. **CircleBlack Integration****

**CircleBlack has joined forces with StratiFi**, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently… Read more [CircleBlack + StratiFi Partnership](https://www.stratifi.com/blog/news/circleblack-strikes-partnership-with-risk-evaluation-tool-stratifi-to-mitigate-and-communicate-complex-risk-exposures).

Watch StratiFi + CircleBlack Webinar Here

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)

##### Company

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