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:


It’s nice to meet you.

Sign up to receive awesome content in your inbox, every month.

We don’t spam! Read our privacy policy for more info.

Related Posts

Can Every American Access Financial Advice?
Long Life & a Portfolio to Match
Introduction: Why MEPs and PEPs are the Plan of the Moment

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.