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Monday, August 2, 2021

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:


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