{"id":214,"date":"2015-11-04T05:28:43","date_gmt":"2015-11-04T10:28:43","guid":{"rendered":"http:\/\/rixtrema.com\/blog\/?p=214"},"modified":"2018-01-10T12:12:09","modified_gmt":"2018-01-10T17:12:09","slug":"morningstar-officesm-and-rixtrema-integrate-seamless-portfolio-crash-testing-to-benefit-platform-users","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/morningstar-officesm-and-rixtrema-integrate-seamless-portfolio-crash-testing-to-benefit-platform-users\/","title":{"rendered":"Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users"},"content":{"rendered":"<p>RiXtrema is now integrated with Morningstar OfficeSM, Morningstar\u2019s 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\u2019s Portfolio Crash Testing 2.0 monitors both the risk in portfolios as well as the client\u2019s 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.<\/p>\n<p>Read the full press release at\u00a0T3 Technology Tools for Today: <a href=\"http:\/\/www.technologytoolsfortoday.com\/blog\/morningstar-officesm-and-rixtrema-integrate-seamless-portfolio-crash-testing-benefit-platform-u\">http:\/\/www.technologytoolsfortoday.com\/blog\/morningstar-officesm-and-rixtrema-integrate-seamless-portfolio-crash-testing-benefit-platform-u<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>RiXtrema is now integrated with Morningstar OfficeSM, Morningstar\u2019s 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\u2019s Portfolio Crash Testing 2.0 monitors both the risk in portfolios as well as the client\u2019s risk tolerance,&#8230; <\/p>\n<div class=\"clear\"><\/div>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/morningstar-officesm-and-rixtrema-integrate-seamless-portfolio-crash-testing-to-benefit-platform-users\/\" class=\"excerpt-read-more newsstand-button\">Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":215,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[12,148,131,88,93,32],"class_list":["post-214","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-financial-advisors","tag-morningstar","tag-portfolio-construction","tag-portfoliocrashtest","tag-risk","tag-wealth-management"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2015\/11\/t3-transparent.png","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/morningstar-officesm-and-rixtrema-integrate-seamless-portfolio-crash-testing-to-benefit-platform-users\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users\" \/>\n<meta property=\"og:description\" content=\"RiXtrema is now integrated with Morningstar OfficeSM, Morningstar\u2019s 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\u2019s Portfolio Crash Testing 2.0 monitors both the risk in portfolios as well as the client\u2019s risk tolerance,... 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