---
title: June 2021 Product Release Updates
description: "June 2021 updates: tax-aware account settings, blended proposal models, and fee-transparent presentations."
---

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

# [June 2021 Product Release Updates](https://www.stratifi.com/blog/product-updates/june-2021-product-release-updates)

 Written by [Minhee Park](https://www.stratifi.com/blog/author/minhee-park) | 6/21/21 8:27 PM

### **1. **Enhanced Account Settings for Proposal and IPS****

Users’ problems we aim to solve:

- “I need to show my clients which accounts are taxable and which are tax-exempt when I present the investment proposals.”
- “Each account can have its own model/strategy depending on the investment goals. I cannot generate proposals with only 1 matching model, in this case, I need blended models/benchmarks.”

**About The Enhancement:**

Save tax information and a matching model for each account to generate more tailored proposals. This new feature also allows you to generate proposals with blended models and benchmarks.

### **2. **Investment Proposals With Advisor Fee Deducted****

Users’ problem we aim to solve:

- “I want to present more transparent proposals with the managing fee deducted and have clearer communications with my clients”

**About The Enhancement:**

We allow advisors to add management fee to the proposals so that the platform calculates investment performances with the fee deducted.

### **3. **Withdrawal Rate for Retirees****

Users’ problem we aim to solve:

- “I want to show my clients personalized and realistic retirement scenarios – how much they can withdraw, and how long the fund will last.”

**About The Enhancement:**

“Sequence risk for retirees” in the proposal already visualized the best and worst-case retirement scenarios. We added a “withdrawal rate” to the proposal so advisors can generate personalized and realistic retirement scenarios for each client.

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

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