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Are you confused about the Fed’s actions? Weren’t they supposed to hike rates in early 2015, then late 2015, now mid-2016 or maybe not at all? What is the logic behind this constant flip flopping? What does it mean for your teams? We attempted to answer these questions in the article published by Financial Advisor Magazine that we invite you to read. Read full article here

Daniel Satchkov

04 Nov 2015

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Sed posuere consectetur est at lobortis. Sed posuere consectetur est at lobortis. Cras justo odio, dapibus ac facilisis in, egestas eget quam. Aenean eu leo quam. Pellentesque ornare sem lacinia quam venenatis vestibulum. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. Cras justo odio, dapibus ac facilisis in, egestas eget quam. Praesent commodo cursus magna, vel scelerisque nisl consectetur et. Cras justo odio, dapibus ac facilisis in, egestas eget quam. Donec ullamcorper nulla non metus auctor fringilla. Maecenas...

Daniel Satchkov

04 Nov 2015

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Daniel Satchkov

04 Nov 2015

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Daniel Satchkov

04 Nov 2015

Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users

RiXtrema is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar will be able to pull any account or portfolio directly into Portfolio Crash Testing. RiXtrema’s Portfolio Crash Testing 2.0 monitors both the risk in portfolios as well as the client’s risk tolerance, and will alert the advisor if risk in the account is diverging from the risk tolerance profile. This laser focus on risk management enables advisors to provide additional value to their clients. Read the full press release at T3 Technology Tools for Today: http://www.technologytoolsfortoday.com/blog/morningstar-officesm-and-rixtrema-integrate-seamless-portfolio-crash-testing-benefit-platform-u