HomeInvestingVolatility is Rising, Do You Have the Right Portfolio Risk System? Join us for a joint webinar with RiXtrema and Albridge To See How to Make Volatility Your Friend.

Volatility is Rising, Do You Have the Right Portfolio Risk System? Join us for a joint webinar with RiXtrema and Albridge To See How to Make Volatility Your Friend.

Please join Yon Perullo from RiXtrema and
Priya Sajja from Albridge for a webinar showcasing the latest integration of
RiXtrema’s Portfolio Crash Testing Pro through Albridge’s Applink integration
solution.

BNY Mellon’s Albridge platform has been an
industry leader in aggregating multi-custodial, insurance and direct-to-fund
data from hundreds of sources to provide a consolidated view of assets for over
15 years. The new integration with RiXtrema’s PCT Pro will allow Albridge users
to holistically examine their client’s portfolio risk. Send a risk profile
questionnaire to clients that will ascertain their risk tolerance, their
psychological willingness take risk, as well as their capacity to take risk, or
their financial ability to take risk given their current financial situation
and goals. Then use these scores to ensure that their tolerance and capacity
are compatible with the risks being taken in their portfolio.

Register for the webinar HERE:

https://zoom.us/webinar/register/ef4847b1af8510db7c24e00bf0acd2b8

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