---
title: Model Portfolio Comparison & Risk Analysis | StratiFi
description: Compare model portfolios side-by-side and see risk impact before rebalancing. Analyze allocation changes in real time to make defensible decisions.
image: https://www.stratifi.com/hubfs/logo.png
---

[![StratiFi_Logo_500x500 (1) 10](https://www.stratifi.com/hubfs/StratiFi_Logo_500x500%20(1)%2010.svg) ](https://www.stratifi.com)

![hamburger](https://145915907.fs1.hubspotusercontent-eu1.net/hubfs/145915907/hamB.svg)

- Product ****
  
  [Product
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  [
  
  
  
  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)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Create Winning Proposal In Minutes That Showcase Your Expertise
  
  
  
  ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes)
  
  [
  
  
  
  Say Goodbye To Manual Data Entry With AI Data Extraction
  
  
  
  ](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)
- Solutions ****
  
  [Solutions
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  [
  
  
  
  Financial Advisors
  
  **Replace multiple disconnected tools with one unified AI operating system**
  
  
  
  ](https://www.stratifi.com/how-financial-advisors-use-stratifi)
  
  [
  
  
  
  Chief Executive Officers
  
  **Scale your wealth management firm beyond your imagination**
  
  
  
  ](https://www.stratifi.com/how-chief-executive-officers-use-stratifi)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Chief Compliance Officers
  
  
  **Turn regulatory overhead into your firm's competitive edge**
  
  
  
  ](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi)
  
  [
  
  
  
  Chief Investment Officers
  
  **Enable advisors to deliver personalized institutional-quality solutions at scale**
  
  
  
  ](https://www.stratifi.com/how-chief-investment-officers-use-stratifi)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Chief Operations Officers
  
  
  **Build scalable operations that enable unlimited firm expansion**
  
  
  
  ](https://www.stratifi.com/how-chief-operations-officers-use-stratifi)
  
  [
  
  
  
  Chief Technology Officers
  
  
  **Build capabilities that attract top talent and drive strategic differentiation**
  
  
  
  ](https://www.stratifi.com/how-chief-technology-officers-use-stratifi)
- Resources ****
  
  [Resources
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  
  
  Education
  
  [ Blog ](https://www.stratifi.com/blog)
  
  
  
  [ Glossary ](https://www.stratifi.com/glossary)
  
  
  
  [ Knowledge Base ](https://help.stratifi.com/)
  
  
  
  [ Video Lessons ](https://help.stratifi.com/video-lessons#main-content)
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  Community
  
  [ Case Studies ](https://www.stratifi.com/case-studies/)
  
  
  
  [ Model Marketplace ](https://www.stratifi.com/model-marketplace)
  
  
  
  [ Partners ](https://www.stratifi.com/partnership)
  
  
  
  [ Webinars ](https://www.stratifi.com/webinars)
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  Ebooks
  
  [ Five Portfolio Risk Myths ](https://www.stratifi.com/5-myths-ebook-download)
  
  
  
  [ Help Cautious Investors ](https://www.stratifi.com/cash-hoarder-ebook)
  
  
  
  [ Manage Aggressive Investors ](https://www.stratifi.com/risk-takers-ebook)
- [Integrations](https://www.stratifi.com/integrations)
- [Pricing](https://www.stratifi.com/pricing)

[ Log in ](https://advisors.stratifi.com/signin)

[ Book a Demo ](https://www.stratifi.com/book-a-demo)

- Product ****
  
  [Product
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  [
  
  
  
  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)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Create Winning Proposal In Minutes That Showcase Your Expertise
  
  
  
  ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes)
  
  [
  
  
  
  Say Goodbye To Manual Data Entry With AI Data Extraction
  
  
  
  ](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)
- Solutions ****
  
  [Solutions
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  [
  
  
  
  Financial Advisors
  
  **Replace multiple disconnected tools with one unified AI operating system**
  
  
  
  ](https://www.stratifi.com/how-financial-advisors-use-stratifi)
  
  [
  
  
  
  Chief Executive Officers
  
  **Scale your wealth management firm beyond your imagination**
  
  
  
  ](https://www.stratifi.com/how-chief-executive-officers-use-stratifi)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Chief Compliance Officers
  
  
  **Turn regulatory overhead into your firm's competitive edge**
  
  
  
  ](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi)
  
  [
  
  
  
  Chief Investment Officers
  
  **Enable advisors to deliver personalized institutional-quality solutions at scale**
  
  
  
  ](https://www.stratifi.com/how-chief-investment-officers-use-stratifi)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Chief Operations Officers
  
  
  **Build scalable operations that enable unlimited firm expansion**
  
  
  
  ](https://www.stratifi.com/how-chief-operations-officers-use-stratifi)
  
  [
  
  
  
  Chief Technology Officers
  
  
  **Build capabilities that attract top talent and drive strategic differentiation**
  
  
  
  ](https://www.stratifi.com/how-chief-technology-officers-use-stratifi)
- Resources ****
  
  [Resources
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  
  
  Education
  
  [ Blog ](https://www.stratifi.com/blog)
  
  
  
  [ Glossary ](https://www.stratifi.com/glossary)
  
  
  
  [ Knowledge Base ](https://help.stratifi.com/)
  
  
  
  [ Video Lessons ](https://help.stratifi.com/video-lessons#main-content)
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  Community
  
  [ Case Studies ](https://www.stratifi.com/case-studies/)
  
  
  
  [ Model Marketplace ](https://www.stratifi.com/model-marketplace)
  
  
  
  [ Partners ](https://www.stratifi.com/partnership)
  
  
  
  [ Webinars ](https://www.stratifi.com/webinars)
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  Ebooks
  
  [ Five Portfolio Risk Myths ](https://www.stratifi.com/5-myths-ebook-download)
  
  
  
  [ Help Cautious Investors ](https://www.stratifi.com/cash-hoarder-ebook)
  
  
  
  [ Manage Aggressive Investors ](https://www.stratifi.com/risk-takers-ebook)
- [Integrations](https://www.stratifi.com/integrations)
- [Pricing](https://www.stratifi.com/pricing)

[![sign-1](https://www.stratifi.com/hubfs/sign-1.svg) ](https://www.stratifi.com/)

[ Book a Demo ](https://www.stratifi.com/book-a-demo)

![hamburger](https://145915907.fs1.hubspotusercontent-eu1.net/hubfs/145915907/hamB.svg)

[![sign-1](https://www.stratifi.com/hubfs/sign-1.svg) ](https://www.stratifi.com/)

[ Book a Demo ](https://www.stratifi.com/book-a-demo)

![hamburger](https://145915907.fs1.hubspotusercontent-eu1.net/hubfs/145915907/close.svg)

- Product ****
  
  [Product
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  [
  
  
  
  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)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Create Winning Proposal In Minutes That Showcase Your Expertise
  
  
  
  ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes)
  
  [
  
  
  
  Say Goodbye To Manual Data Entry With AI Data Extraction
  
  
  
  ](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)
- Solutions ****
  
  [Solutions
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  [
  
  
  
  Financial Advisors
  
  **Replace multiple disconnected tools with one unified AI operating system**
  
  
  
  ](https://www.stratifi.com/how-financial-advisors-use-stratifi)
  
  [
  
  
  
  Chief Executive Officers
  
  **Scale your wealth management firm beyond your imagination**
  
  
  
  ](https://www.stratifi.com/how-chief-executive-officers-use-stratifi)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Chief Compliance Officers
  
  
  **Turn regulatory overhead into your firm's competitive edge**
  
  
  
  ](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi)
  
  [
  
  
  
  Chief Investment Officers
  
  **Enable advisors to deliver personalized institutional-quality solutions at scale**
  
  
  
  ](https://www.stratifi.com/how-chief-investment-officers-use-stratifi)
  
  
  
  
  
  
  
  
  
  
  
  [
  
  
  
  Chief Operations Officers
  
  
  **Build scalable operations that enable unlimited firm expansion**
  
  
  
  ](https://www.stratifi.com/how-chief-operations-officers-use-stratifi)
  
  [
  
  
  
  Chief Technology Officers
  
  
  **Build capabilities that attract top talent and drive strategic differentiation**
  
  
  
  ](https://www.stratifi.com/how-chief-technology-officers-use-stratifi)
- Resources ****
  
  [Resources
  
  
  
  ](https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#)
  
  
  
  Education
  
  [ Blog ](https://www.stratifi.com/blog)
  
  
  
  [ Glossary ](https://www.stratifi.com/glossary)
  
  
  
  [ Knowledge Base ](https://help.stratifi.com/)
  
  
  
  [ Video Lessons ](https://help.stratifi.com/video-lessons#main-content)
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  Community
  
  [ Case Studies ](https://www.stratifi.com/case-studies/)
  
  
  
  [ Model Marketplace ](https://www.stratifi.com/model-marketplace)
  
  
  
  [ Partners ](https://www.stratifi.com/partnership)
  
  
  
  [ Webinars ](https://www.stratifi.com/webinars)
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  Ebooks
  
  [ Five Portfolio Risk Myths ](https://www.stratifi.com/5-myths-ebook-download)
  
  
  
  [ Help Cautious Investors ](https://www.stratifi.com/cash-hoarder-ebook)
  
  
  
  [ Manage Aggressive Investors ](https://www.stratifi.com/risk-takers-ebook)
- [Integrations](https://www.stratifi.com/integrations)
- [Pricing](https://www.stratifi.com/pricing)

[← All articles](https://www.stratifi.com/blog)

# May 2021 Product Release Updates

#### Table Of Contents

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

![Model Portfolio Compare](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-05-10-at-12_23_13-PM1-1024x775-1.png?width=1024&height=775&name=Screen-Shot-2021-05-10-at-12_23_13-PM1-1024x775-1.png)

### **1. Model Portfolio Compare, Edit, and Analyze (in beta)**

Problems we aim to solve:

- “When I create models or rebalance my client’s portfolios, I want to see what each change will make on the risks and performances.”
- “I want an easy way to compare, edit, and analyze the models and clients’ accounts.”

This new feature is only available for Beta testers. *If you want to join, please contact [support@stratifi.com](mailto:support@stratifi.com).* This new feature** enables you to compare and edit the allocations of portfolios by comparing them side by side with other portfolios.** By using this feature, you also see the risk & performance analysis: what would happen if you make changes to the tickers and weights.

![Risk Analysis for the Market Scenario](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-05-10-at-12_29_20-PM1-1024x721-1.png?width=1024&height=721&name=Screen-Shot-2021-05-10-at-12_29_20-PM1-1024x721-1.png)

### **2. Help Link**

Need help with understanding the StratiFi platform? A **Help button **always appears inside the platform navigation for you to easily find useful tutorials in the StratiFi Learning Center.

![StratiFi platform](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-04-22-at-2_12_46-PM1-1.png?width=736&height=445&name=Screen-Shot-2021-04-22-at-2_12_46-PM1-1.png)

![Stratifi Help Link](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-04-22-at-2_15_33-PM1-1024x513-1.png?width=1024&height=513&name=Screen-Shot-2021-04-22-at-2_15_33-PM1-1024x513-1.png)

### **3. **Enhanced Account Settings and Proposal****

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. I had to add this by using MS Excel or PowerPoint.”
- “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.”

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.

![Account Settings and Proposal Module](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-04-02-at-12_22_37-PM2-1024x500-1.png?width=1024&height=500&name=Screen-Shot-2021-04-02-at-12_22_37-PM2-1024x500-1.png)

![Account Settings and Proposal](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-04-22-at-11_40_35-AM1-2.png?width=931&height=716&name=Screen-Shot-2021-04-22-at-11_40_35-AM1-2.png)

![Account Settings and Proposal for Holdings](https://www.stratifi.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2021-05-10-at-12_28_09-PM1-1.png?width=1009&height=780&name=Screen-Shot-2021-05-10-at-12_28_09-PM1-1.png)

[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)

## Subscribe and stay up-to date.

[![StratiFi_Logo_500x500 (1) 10](https://www.stratifi.com/hubfs/StratiFi_Logo_500x500%20(1)%2010.svg "StratiFi_Logo_500x500 (1) 10")](https://www.stratifi.com)

##### Product

- [Compliance IQ](https://www.stratifi.com/complianceiq)
- [ScanIQ](https://www.stratifi.com/operationsiq)
- [InvestIQ](https://www.stratifi.com/create-winning-investment-proposals-in-minutes)
- [PolicyIQ](https://www.stratifi.com/convert-investment-proposals-to-e-signed-ipss-instantly)
- [RiskIQ](https://www.stratifi.com/advisoriq)
- [PrismIQ](https://www.stratifi.com/institutional-multi-factor-risk-analysis)
- HouseholdIQComing Soon
- TransitionIQComing Soon
- ResearchIQComing Soon

##### Solutions

- [Financial Advisors](https://www.stratifi.com/how-financial-advisors-use-stratifi)
- [Chief Compliance Officers](https://www.stratifi.com/how-chief-compliance-officers-use-stratifi)
- [Chief Investment Officers](https://www.stratifi.com/how-chief-investment-officers-use-stratifi)
- [Chief Operations Officers](https://www.stratifi.com/how-chief-operations-officers-use-stratifi)
- [Chief Executive Officers](https://www.stratifi.com/how-chief-executive-officers-use-stratifi)

##### 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

- [Blog](https://www.stratifi.com/blog)
- [Knowledge Base](https://help.stratifi.com)
- [Integrations](https://www.stratifi.com/integrations)
- [API](https://api.stratifi.com)

##### Follow us

- <https://www.linkedin.com/company/stratifi>
- <https://x.com/trystratifi>

© StratiFi Technologies Inc. 2026

[Terms & Conditions ](https://www.stratifi.com/terms)

[Privacy Policy](https://www.stratifi.com/privacypolicy)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Minhee Park",
    "url" : "https://www.stratifi.com/blog/author/minhee-park"
  },
  "dateModified" : "2023-04-28T17:51:53.172Z",
  "datePublished" : "2021-06-08T14:31:58.000Z",
  "headline" : "Model Portfolio Comparison & Risk Analysis | StratiFi",
  "mainEntityOfPage" : {
    "@id" : "https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.stratifi.com/hubfs/StratiFi_Logo.svg"
    },
    "name" : "StratiFi Technologies"
  }
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.stratifi.com/#organization",
  "@type" : "Organization",
  "contactPoint" : {
    "@type" : "ContactPoint",
    "contactType" : "sales",
    "url" : "https://www.stratifi.com/contact"
  },
  "logo" : {
    "@type" : "ImageObject",
    "url" : "https://www.stratifi.com/hubfs/logo.png"
  },
  "name" : "Stratifi",
  "sameAs" : [ "https://www.linkedin.com/company/stratifi" ],
  "url" : "https://www.stratifi.com/"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more#blogposting",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : ""
  },
  "dateModified" : "2026-06-05",
  "datePublished" : "2021-06-08",
  "description" : "",
  "headline" : "",
  "image" : "",
  "mainEntityOfPage" : {
    "@id" : "https://www.stratifi.com/blog/product-updates/model-portfolio-comparisons-analysis-and-more",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@id" : "https://www.stratifi.com/#organization"
  }
}
```