Watch Video to Learn How Portfolio Stress Testing Works
Stress testing is front page news. The Fed stress tests banks, large institutions stress test their portfolios and now financial advisors are using stress testing for their clients.
New Portfolio Crash Test Scenario: Trump Tax Cuts
One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming to businesses and middle class individuals. We in RiXtrema decided...Read More
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...Read More
What To Focus On: First – Goals, And Only Then – Portfolio
When discussing investment plans with clients, it always makes perfect sense for an advisor to talk about ‘why’ before ‘how much’. The ‘why’ for the investor is always the goal....Read More
Three Quiet Nasdaq Rule Changes
Nasdaq changed three index rules in May 2026. They weren't front-page news. But if your clients hold passive Nasdaq-linked funds — inside a 401(k) or anywhere else — the mechanics of those changes are already pointed at their portfolios.
Why Advisors Will Speak to AI Instead of Typing
The familiar QWERTY layout was originally created to slow typing down on mechanical typewriters. Early machines jammed when users typed too quickly, so the keyboard arrangement intentionally separated commonly used letter combinations.
StressTestAI: Risk Management Without the Unwelcome Surprises
Imagine this: volatility spikes, and overnight, your client's risk metric jumps dramatically. Suddenly, you're having a difficult conversation, explaining why the number is so different from what you showed just a month ago.
Outsmart Risk: StressTestAI Unlocks Unstoppable Confidence
“This isn’t just an upgrade - it’s the future of risk management. We’re freeing professionals from spreadsheets and theory, so they can focus on what matters: actionable insights.” - Daniel, Founder at RiXtrema
StressTestAI Turns Fear Into Strategy
Tired of stress testing taking days or weeks? Relying on outdated "confidence level clouds" that vanish when real storms hit? The future of portfolio risk analysis arrived today with RiXtrema's groundbreaking StressTestAI