{"id":8696,"date":"2021-07-08T09:37:33","date_gmt":"2021-07-08T14:37:33","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=8696"},"modified":"2021-09-28T10:51:49","modified_gmt":"2021-09-28T15:51:49","slug":"pct-quick-guide","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/pct-quick-guide\/","title":{"rendered":"Quick User Guide &#8211; Portfolio Crash Test PRO"},"content":{"rendered":"\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-nk-awb nk-awb\"><div class=\"nk-awb-wrap\" data-awb-type=\"color\"><div class=\"nk-awb-overlay is-layout-constrained wp-block-nk-awb-is-layout-constrained\" style=\"background-color: rgba(46, 21, 126, 0.16);\"><\/div><\/div>\n<ul class=\"wp-block-list\"><li><strong><a href=\"#Create\">Step 1 &#8211; Create Your Portfolio<\/a><\/strong><\/li><li><strong><a href=\"#Test\">Step 2 &#8211; Crash Test Your Portfolio<\/a><\/strong><\/li><li><strong><a href=\"#Manage\">Step 3 &#8211; Manage Your Clients and Portfolios<\/a><\/strong><\/li><li><strong><a href=\"#Tailor\">Step 4 &#8211; Tailor your Clients And Prospects Proposal With Risk Tolerance Rating By Deploying Risk Assessment Questionnaire<\/a><\/strong><\/li><li><strong><a href=\"#Complement\">Step 5 &#8211; Complement Your Portfolio Analysis With The Customizable PDF Output<\/a><\/strong><\/li><li><strong><a href=\"#Advanced\">Step 6 &#8211; Take The Most Out Of Portfolio Crash Test Advanced Features<\/a><\/strong><\/li><\/ul>\n<\/div>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><span style=\"font-weight: 400;\">Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client&#8217;s time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments. Advisors are responsible for routine monitoring of investment performance and often execute orders, and also provide guidance in the areas of asset allocation and portfolio rebalancing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Portfolio Crash Test PRO (PCT) provides financial advisors with top-notch portfolio analysis tools to support their clients and prospects in retaining full control over their portfolios and making their own investment decisions. As an advisor, it\u2019s your responsibility to provide clients\u2019 advisory and guide them to make the ultimate buy-and-sell decisions.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">Portfolio Crash Testing is different from all other stress testing systems (including those available to institutions) for numerous reasons. Here are <\/span><a href=\"https:\/\/rixtrema.com\/blog\/14-reasons-why-financial-advisors-should-use-portfolio-crash-testing\/\"><span style=\"font-weight: 400;\">14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">In this guide, we will be taking a quick tour of the PCT to get a grasp of its risk profiling and portfolio management features.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Upon entering the username and password the <\/span><b>Dashboard <\/b><span style=\"font-weight: 400;\">comes up. It is organized to access different program features through several colored tiles.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Managing your clients and their portfolios, creating aggregates, communicating with leads about their risk assessment through a risk tolerance and capacity questionnaire, manage integrations and settings, and much more is available right at your fingertips from the <\/span><b>Dashboard<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Take a look at the screenshot below to get a quick idea of where to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quickly lookup clients and portfolios (search area at the top)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update your password and manage CRM and external portfolio management systems like TDA, Albridge, BlackDiamond, and others (click your name in the top-right and select My Profile<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Get back to the portfolio you worked with last time (click portfolio name button on the left)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the PCT button in the top-left (by the way, it\u2019s a flying piggy bank!) to return to the PCT main screen<\/span><\/li>\n<\/ul>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min.jpg\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8697 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min.jpg\" alt=\"\" width=\"1356\" height=\"663\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min.jpg 1356w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-300x147.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-1024x501.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-768x376.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-500x244.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-800x391.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-1280x626.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-1200x587.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/01-2021-07-06-10_17_37-Greenshot-min-1320x645.jpg 1320w\" sizes=\"auto, (max-width: 1356px) 100vw, 1356px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">Please note that we recommend avoiding using the back and forward buttons of your browser for navigation because you might get accidentally logged out of the program. Instead, use the main screen, back arrows, and dedicated buttons to navigate to specific PCT areas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now let\u2019s move through several quick steps and check the basics to achieve your specific goals with PCT. <a id=\"Create\"><\/a><\/span><\/p>\n<p>\u00a0<\/p>\n<h2><b>Step 1 &#8211; Create Your Portfolio<\/b><\/h2>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">Start by creating your new portfolio: click on <\/span><b>Create Portfolio<\/b><span style=\"font-weight: 400;\"> tile and follow the screenshot below for available actions here:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/02-2021-07-06-08_56_03-Greenshot-min.jpg\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8698 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/02-2021-07-06-08_56_03-Greenshot-min.jpg\" alt=\"\" width=\"838\" height=\"644\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/02-2021-07-06-08_56_03-Greenshot-min.jpg 838w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/02-2021-07-06-08_56_03-Greenshot-min-300x231.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/02-2021-07-06-08_56_03-Greenshot-min-768x590.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/02-2021-07-06-08_56_03-Greenshot-min-500x384.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/02-2021-07-06-08_56_03-Greenshot-min-800x615.jpg 800w\" sizes=\"auto, (max-width: 838px) 100vw, 838px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">Give it a name, add tickers and values. Decide if it will be a portfolio (with values) or a model (with % allocations) and use the switch for this in the upper-right corner. It\u2019s also possible to upload a portfolio\/model from an Excel format spreadsheet (CSV\/XLS). For this prepare the Excel file with 2 columns: asset tickers and their respective values.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The PDF parser option allows you to parse through PDF statements and extract tickers with values on the fly and upload them as a portfolio to PCT.\u00a0 <\/span><span style=\"font-weight: 400;\">Hit the <\/span><b>Save <\/b><span style=\"font-weight: 400;\">button to save your portfolio when done. This will take us to the 2nd step.<a id=\"Test\"><\/a><\/span><\/p>\n<p>\u00a0<\/p>\n<h2><b>Step 2 &#8211; Crash Test Your Portfolio<\/b><\/h2>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">We are now at the screen that provides the core functionality of the Portfolio Crash Test program. Your portfolio has been crash-tested against several stressful scenarios, and the Crash Rating has been calculated. It\u2019s displayed on the upper colored bar as a circled number. The coloring of the circle depends on the rating which could stretch from 1 to 100, where the higher number means a higher risk for the portfolio (thus the red warning color on\u00a0 the right edge).<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min.jpg\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8699 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min.jpg\" alt=\"\" width=\"1483\" height=\"663\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min.jpg 1483w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-300x134.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-1024x458.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-768x343.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-500x224.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-800x358.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-1280x572.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-1200x536.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/03-2021-07-06-08_57_26-Greenshot-min-1320x590.jpg 1320w\" sizes=\"auto, (max-width: 1483px) 100vw, 1483px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">First off, save your portfolio with the <\/span><b>Save <\/b><span style=\"font-weight: 400;\">button in the bottom left corner. You will have a choice to save it as new or overwrite an existing portfolio. For ease of navigation we suggest saving your portfolios to the <\/span><b>My Portfolios<\/b><span style=\"font-weight: 400;\"> folder, and Models &#8211; into the <\/span><b>Portfolio Models<\/b><span style=\"font-weight: 400;\"> folder. You can also save the portfolio directly under an existing client folder or create a new client folder and save it there. This will automatically link your new portfolio with that client and save it in the <\/span><b>My Portfolios <\/b><span style=\"font-weight: 400;\">folder.<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min.jpg\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8700 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min.jpg\" alt=\"\" width=\"1199\" height=\"570\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min.jpg 1199w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min-300x143.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min-1024x487.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min-768x365.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min-500x238.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/04-2021-07-06-09_02_36-Greenshot-min-800x380.jpg 800w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/a><br \/><br \/><\/p>\n<p><span style=\"font-weight: 400;\">Note: if you are saving an Aggregate portfolio, it will be saved in the client\u2019s folder and the <\/span><b>Aggregates<\/b><span style=\"font-weight: 400;\"> folder. Further below in this guide we will cover the use of aggregates in more detail.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">Additional portfolio controls are available in the portfolio view. Locate the gear wheel button in the upper left, and explore the options. Here is a quick recap of what is available in that menu:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/05-2021-07-06-08_59_29-Greenshot-min.jpg\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8701 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/05-2021-07-06-08_59_29-Greenshot-min.jpg\" alt=\"\" width=\"713\" height=\"669\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/05-2021-07-06-08_59_29-Greenshot-min.jpg 713w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/05-2021-07-06-08_59_29-Greenshot-min-300x281.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/05-2021-07-06-08_59_29-Greenshot-min-500x469.jpg 500w\" sizes=\"auto, (max-width: 713px) 100vw, 713px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">Note that some of these portfolio settings are accessible from the PCT <\/span><b>Dashboard <\/b><span style=\"font-weight: 400;\">too. Just scroll to the bottom of the main screen to <\/span><b>Settings <\/b><span style=\"font-weight: 400;\">and find separate buttons for <\/span><b>Custom Asset Classifications, Buy List, User Defined Risk Score, Optimization Constraints<\/b><span style=\"font-weight: 400;\"> sections.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min.jpg\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8702 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min.jpg\" alt=\"\" width=\"1241\" height=\"534\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min.jpg 1241w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min-300x129.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min-1024x441.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min-768x330.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min-500x215.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min-800x344.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/06-2021-07-02-15_05_19-Portfolio-Crash-Testing-min-1200x516.jpg 1200w\" sizes=\"auto, (max-width: 1241px) 100vw, 1241px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">PCT crash test view offers a few more additional options, let\u2019s take a look below:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min.jpg\" data-rel=\"lightbox-image-6\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8703 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min.jpg\" alt=\"\" width=\"1487\" height=\"800\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min.jpg 1487w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-300x161.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-1024x551.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-768x413.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-500x269.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-800x430.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-1280x689.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-1200x646.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/07-2021-07-06-08_52_30-Portfolio-Crash-Testing-min-1320x710.jpg 1320w\" sizes=\"auto, (max-width: 1487px) 100vw, 1487px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">Let\u2019s move on and check how we can incorporate your clients\u2019 structure further. <a id=\"Manage\"><\/a><\/span><\/p>\n<p>\u00a0<\/p>\n<h2><b>Step 3 &#8211; Manage Your Clients and Portfolios<\/b><\/h2>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">As mentioned before the uploaded portfolios can be assigned to client folders or, to make it short, clients, directly from the <\/span><b>Save As <\/b><span style=\"font-weight: 400;\">option in the Portfolio Crash Rating view. This can be also done using the respective <\/span><b>Clients <\/b><span style=\"font-weight: 400;\">section buttons on the PCT <\/span><b>Dashboard <\/b><span style=\"font-weight: 400;\">&#8211; <\/span><b>Match Clients to Portfolios<\/b><span style=\"font-weight: 400;\">:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min.jpg\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8704 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min.jpg\" alt=\"\" width=\"1133\" height=\"664\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min.jpg 1133w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min-300x176.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min-1024x600.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min-768x450.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min-500x293.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/08-2021-07-06-09_32_32-Greenshot-min-800x469.jpg 800w\" sizes=\"auto, (max-width: 1133px) 100vw, 1133px\" \/><\/a><br \/><br \/><span style=\"font-weight: 400;\">or from within the <\/span><b>Clients <\/b><span style=\"font-weight: 400;\">area that also has other client management options:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min.jpg\" data-rel=\"lightbox-image-8\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8730 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min.jpg\" alt=\"\" width=\"1138\" height=\"514\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min.jpg 1138w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min-300x136.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min-1024x463.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min-768x347.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min-500x226.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/09-2021-07-08-10_51_59-Greenshot-min-800x361.jpg 800w\" sizes=\"auto, (max-width: 1138px) 100vw, 1138px\" \/><\/a><br \/><br \/><br \/><br \/><span style=\"font-weight: 400;\">More client controls, such as the client\u2019s portfolios aggregation, reassigning or removing portfolios, are available when you click and open the client record:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min.jpg\" data-rel=\"lightbox-image-9\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8706 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min.jpg\" alt=\"\" width=\"1345\" height=\"565\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min.jpg 1345w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-300x126.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-1024x430.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-768x323.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-500x210.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-800x336.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-1280x538.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-1200x504.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/10-2021-07-06-09_36_03-Greenshot-min-1320x554.jpg 1320w\" sizes=\"auto, (max-width: 1345px) 100vw, 1345px\" \/><\/a><br \/><br \/><br \/><br \/><span style=\"font-weight: 400;\">Note that any removal action <\/span><b>can\u2019t be undone<\/b><span style=\"font-weight: 400;\">, so use it with precaution.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">As we mentioned before, PCT offers a portfolio <\/span><b>Aggregation <\/b><span style=\"font-weight: 400;\">feature. It\u2019s possible to aggregate several portfolios of one client or create aggregate portfolios across several clients. The aggregation feature is pretty easy to use as you can run a quick aggregation of portfolios from the client\u2019s folders, as highlighted in the above screenshot, or from a dedicated <\/span><b>Aggregates <\/b><span style=\"font-weight: 400;\">section from the <\/span><b>Dashboard<\/b><span style=\"font-weight: 400;\">. Let\u2019s take a quick look below:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min.jpg\" data-rel=\"lightbox-image-10\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8707 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min.jpg\" alt=\"\" width=\"1471\" height=\"618\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min.jpg 1471w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-300x126.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-1024x430.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-768x323.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-500x210.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-800x336.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-1280x538.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-1200x504.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/11-2021-07-06-09_41_14-Greenshot-min-1320x555.jpg 1320w\" sizes=\"auto, (max-width: 1471px) 100vw, 1471px\" \/><\/a><br \/><br \/><span style=\"font-weight: 400;\">Once you create and save the aggregate, you can further crash test it and assign it to a specific client. For this use the Save<\/span> <span style=\"font-weight: 400;\">As button in the bottom-left corner on the Crash Rating<\/span> <span style=\"font-weight: 400;\">view.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">Third-party portfolio management systems and external CRM users can take advantage of Portfolio Crash Test seamless integration with their systems. The integration setup is available from the top-right menu, <\/span><b>My Profile<\/b><span style=\"font-weight: 400;\"> page, or directly from<\/span> <span style=\"font-weight: 400;\">the <\/span><b>Dashboard, Add Integration<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As of now, PCT supports integrating with the following third-party CRM systems:<\/span><\/p>\n<p>\u00a0<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">SalesForce<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Wealthbox<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Redtail<br \/><br \/><\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min.jpg\" data-rel=\"lightbox-image-11\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8708 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min.jpg\" alt=\"\" width=\"1200\" height=\"662\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min-300x166.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min-1024x565.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min-768x424.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min-500x276.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/12-2021-07-02-11_03_23-Portfolio-Crash-Testing-min-800x441.jpg 800w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">Here is a quick case study we put together about setting up your integration with Wealthbox CRM in a bit more detail &#8211; click here to read <\/span><a href=\"https:\/\/rixtrema.com\/blog\/rixtrema-integrates-with-wealthbox-crm\/\"><span style=\"font-weight: 400;\">RiXtrema integrates with Wealthbox CRM<\/span><\/a><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">Integration with the following portfolio management tools could be setup:<\/span><\/p>\n<p>\u00a0<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">TD Ameritrade Institutional\u2019s Veo<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Albridge<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Black Diamond<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Morningstar Office<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Orion<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">SA Stone<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Redtail<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Charles Schwab Corporation<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min.jpg\" data-rel=\"lightbox-image-12\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8709 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min.jpg\" alt=\"\" width=\"1202\" height=\"666\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min.jpg 1202w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min-300x166.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min-1024x567.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min-768x426.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min-500x277.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min-800x443.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/13-2021-07-02-11_44_44-Portfolio-Crash-Testing-min-1200x665.jpg 1200w\" sizes=\"auto, (max-width: 1202px) 100vw, 1202px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">Note that the process of setting up integrations with some of the portfolio management systems might require additional authorization and electronic forms sign-off. Please consult with us at <\/span><a href=\"mailto:clientsuccess@rixtrema.com\"><b>clientsuccess@rixtrema.com<\/b><\/a><span style=\"font-weight: 400;\"> or <\/span><b>(800) 282-4567<\/b><span style=\"font-weight: 400;\"> before setting up an integration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After successful integration, your folder lookup will have an additional portfolio folder named after the respective portfolio management tool. The synchronization will then commence and you will have to wait for some time until the sync process is finished.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For additional guidance on working with system integrations please contact us directly. We are now moving to the next step of evaluating your client risk tolerance and acquiring leads through the <\/span><b>Risk Tolerance and Capacity <\/b><span style=\"font-weight: 400;\">questionnaire.<a id=\"Tailor\"><\/a><\/span><\/p>\n<p>\u00a0<\/p>\n<h2><b>Step 4 &#8211; Tailor your Clients And Prospects Proposal With Risk Tolerance Rating By Deploying Risk Assessment Questionnaire<\/b><\/h2>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">Here is a great guide we published to help you working with the questionnaire in PCT &#8211; <\/span><a href=\"https:\/\/rixtrema.com\/blog\/capture-your-clients-risk-profile-with-the-pct-questionnaire\/\"><span style=\"font-weight: 400;\">Capture Your Client\u2019s Risk Profile with the PCT Questionnaire<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">We will take a quick look at the basics of using the questionnaire below. Scroll to the bottom part of the <\/span><b>Dashboard<\/b><span style=\"font-weight: 400;\">, and locate the <\/span><b>Questionnaire Settings<\/b><span style=\"font-weight: 400;\"> tile. The same section is available by clicking on your name in the top-right corner. RiXtrema\u2019s Risk Tolerance questionnaire consists of two parts: the <\/span><b>Risk Tolerance<\/b><span style=\"font-weight: 400;\"> assessment and the <\/span><b>Risk Capacity <\/b><span style=\"font-weight: 400;\">measurement. We suggest you include both sections while sending the questionnaire link to your clients, to get the holistic picture of their portfolio and retirement savings expectations.<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min.jpg\" data-rel=\"lightbox-image-13\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8710 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min.jpg\" alt=\"\" width=\"1350\" height=\"670\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min.jpg 1350w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-300x149.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-1024x508.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-768x381.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-500x248.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-800x397.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-1280x635.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-1200x596.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/14-2021-07-02-12_32_15-Portfolio-Crash-Testing-min-1320x655.jpg 1320w\" sizes=\"auto, (max-width: 1350px) 100vw, 1350px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">PCT\u2019s <\/span><b>Risk Capacity<\/b><span style=\"font-weight: 400;\"> is a great complement metric RiXtrema added recently, designed to improve upon the flaws of traditional risk questionnaires by giving financial advisors a picture of their investor client\u2019s retirement situation and emotional response to risk. Here is a quick introduction to it &#8211; read in RiXtrema blog: <\/span><a href=\"https:\/\/rixtrema.com\/blog\/case-study-heres-why-your-risk-tolerance-questionnaire-is-failing-you\/\"><span style=\"font-weight: 400;\">Case Study: Here\u2019s why your Risk Tolerance Questionnaire is failing you<\/span><\/a><span style=\"font-weight: 400;\"> &amp; <\/span><a href=\"https:\/\/rixtrema.com\/blog\/case-study-risk-capacity\/\"><span style=\"font-weight: 400;\">Case Study: Understanding Risk Capacity<\/span><\/a><\/p>\n<p>\u00a0<\/p>\n<p><b>The Risk &amp; Capacity questionnaire<\/b><span style=\"font-weight: 400;\"> can be a great prospect magnet too. Simply post the questionnaire link to your social media platforms profile pages or your company website, and it will start accumulating leads with all of their risk profiling info right at your fingertips in PCT. This will give you a tremendous opportunity to initiate a conversation about their financial situation (you will have their contact info, including the email and phone number too!)<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min.jpg\" data-rel=\"lightbox-image-14\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8711 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min.jpg\" alt=\"\" width=\"1146\" height=\"651\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min.jpg 1146w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min-300x170.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min-1024x582.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min-768x436.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min-500x284.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/15-2021-07-02-15_52_40-Greenshot-image-editor-min-800x454.jpg 800w\" sizes=\"auto, (max-width: 1146px) 100vw, 1146px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">After you have acquired your client\u2019s Risk profile it is time to reiterate their portfolio analysis with the Risk tolerance rating. The clients who provided their risk assessment will have their questionnaire ratings populated in the lookup:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min.jpg\" data-rel=\"lightbox-image-15\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8712 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min.jpg\" alt=\"\" width=\"1343\" height=\"467\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min.jpg 1343w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-300x104.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-1024x356.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-768x267.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-500x174.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-800x278.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-1280x445.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-1200x417.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/16-2021-07-06-09_52_01-Greenshot-min-1320x459.jpg 1320w\" sizes=\"auto, (max-width: 1343px) 100vw, 1343px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">Portfolio Crash Rating analysis can be further optimized in light of the client\u2019s risk tolerance rating. During the optimization, PCT will show you how the impact of stress scenarios can be re-evaluated if we consider the client\u2019s questionnaire rating. To initiate the optimization simply use your mouse to move the current portfolio crash rating (number in the circle) closer to the questionnaire rating (number in the diamond box). PCT will recalculate the stress test impact on the portfolio and propose the buy and sell trades to tailor the client\u2019s portfolio investments to achieve questionnaire rating expectations. The optimized values and charts will be displayed in blue:\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min.jpg\" data-rel=\"lightbox-image-16\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8713 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min.jpg\" alt=\"\" width=\"1493\" height=\"844\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min.jpg 1493w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-300x170.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-1024x579.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-768x434.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-500x283.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-800x452.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-1280x724.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-1200x678.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/17-2021-07-06-09_55_55-Greenshot-min-1320x746.jpg 1320w\" sizes=\"auto, (max-width: 1493px) 100vw, 1493px\" \/><\/a><br \/><br \/><span style=\"font-weight: 400;\">Hit the blue <\/span><b>Save Optimized Portfolio<\/b><span style=\"font-weight: 400;\"> button to keep and save the portfolio optimizations, and we are now ready to put the current and optimized portfolio evaluations into a nice colored PDF document to accompany your client or prospect conversation\/proposal.<a id=\"Complement\"><\/a><\/span><\/p>\n<p>\u00a0<\/p>\n<h2><b>Step 5 &#8211; Complement Your Portfolio Analysis With The Customizable PDF Output<\/b><\/h2>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">The PCT provides flexible <\/span><b>Export to PDF<\/b><span style=\"font-weight: 400;\"> functionality. The PDF report can be branded with your firm\u2019s logo along with necessary disclosures from RiXtrema and your custom disclosure in various formats.\u00a0\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To start <\/span><b>Export to PDF<\/b><span style=\"font-weight: 400;\"> press the printer icon in the upper area while in the Portfolio Crash Rating view:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min.jpg\" data-rel=\"lightbox-image-17\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8714 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min.jpg\" alt=\"\" width=\"1490\" height=\"842\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min.jpg 1490w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-300x170.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-1024x579.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-768x434.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-500x283.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-800x452.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-1280x723.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-1200x678.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/18-2021-07-02-17_36_12-Portfolio-Crash-Testing-min-1320x746.jpg 1320w\" sizes=\"auto, (max-width: 1490px) 100vw, 1490px\" \/><\/a><br \/><br \/><span style=\"font-weight: 400;\">We recommend using high-quality image files for your logo, JPG or PNG formats are preferable. Once exported the PDF file will be saved to your computer, My Downloads folder by default. It will look great if printed in color as a\u00a0 hard copy.<a id=\"Advanced\"><\/a><\/span><\/p>\n<p>\u00a0<\/p>\n<h2><b>Step 6 &#8211; Take The Most Out Of Portfolio Crash Test Advanced Features<\/b><\/h2>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">The Portfolio Crash Test PRO version came to replace the initial Portfolio Crash Test tool more than two years ago. The initial PCT still co-exist and you can freely run both of them and choose the one that suits you most. But what makes the PRO version shine are the advanced risk profiling and capacity features. In short, some of the biggest upgrades we&#8217;ve made with the newer PCT PRO include\u00a0<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Improved Risk Tolerance questionnaire<\/span><\/li>\n<li><span style=\"font-weight: 400;\">New Risk Capacity questionnaire<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Enhanced Retire Risk module<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Ability to create your own Custom Stress Tests\u00a0<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Interface redesign for a brand new look (new Dark Theme included)<\/span><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">In the next couple of paragraphs, we will take a quick overview of these features.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\">In the portfolio crash testing view we have <\/span><b>Distribution <\/b><span style=\"font-weight: 400;\">and <\/span><b>Allocation <\/b><span style=\"font-weight: 400;\">areas for the portfolio advanced analysis:\u00a0<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/19-2021-07-06-09_57_33-Greenshot-min.jpg\" data-rel=\"lightbox-image-18\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8715 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/19-2021-07-06-09_57_33-Greenshot-min.jpg\" alt=\"\" width=\"1010\" height=\"837\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/19-2021-07-06-09_57_33-Greenshot-min.jpg 1010w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/19-2021-07-06-09_57_33-Greenshot-min-300x249.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/19-2021-07-06-09_57_33-Greenshot-min-768x636.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/19-2021-07-06-09_57_33-Greenshot-min-500x414.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/19-2021-07-06-09_57_33-Greenshot-min-800x663.jpg 800w\" sizes=\"auto, (max-width: 1010px) 100vw, 1010px\" \/><\/a><br \/><br \/><span style=\"font-weight: 400;\">The <\/span><b>Compare Portfolio Crash Tests <\/b><span style=\"font-weight: 400;\">feature is useful to compare portfolio characteristics and risk behavior of two or more portfolios in a side-by-side before-after manner:<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min.jpg\" data-rel=\"lightbox-image-19\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8716 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min.jpg\" alt=\"\" width=\"1497\" height=\"810\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min.jpg 1497w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-300x162.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-1024x554.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-768x416.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-500x271.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-800x433.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-1280x693.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-1200x649.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/20-2021-07-06-09_58_29-Greenshot-min-1320x714.jpg 1320w\" sizes=\"auto, (max-width: 1497px) 100vw, 1497px\" \/><\/a><br \/><br \/><br \/><br \/><span style=\"font-weight: 400;\">The enhanced <\/span><b>Retire Risk <\/b><span style=\"font-weight: 400;\">feature allows you to link the results of crash tests with the long-term investment goals of the client. We have put together this great article that covers the RR module in greater detail &#8211; <\/span><a href=\"https:\/\/rixtrema.com\/blog\/pct-pro-using-retirerisk-to-plan-cashflow-in-retirement\/\"><span style=\"font-weight: 400;\">PCT Pro Using RetireRisk To Plan Cashflow In Retirement<\/span><\/a><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min.jpg\" data-rel=\"lightbox-image-20\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8717 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min.jpg\" alt=\"\" width=\"1118\" height=\"806\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min.jpg 1118w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min-300x216.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min-1024x738.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min-768x554.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min-500x360.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/21-2021-07-06-09_59_24-Greenshot-min-800x577.jpg 800w\" sizes=\"auto, (max-width: 1118px) 100vw, 1118px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">In PCT PRO you can now create your own scenarios with the new feature called <\/span><b>Custom Stress Tests<\/b><span style=\"font-weight: 400;\">. Here is a blog entry we posted about it &#8211; <\/span><a href=\"https:\/\/rixtrema.com\/blog\/pct-pro-add-or-create-custom-stress-test\/\"><span style=\"font-weight: 400;\">Add or Create your own Custom Stress Tests<\/span><\/a><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min.jpg\" data-rel=\"lightbox-image-21\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8718 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min.jpg\" alt=\"\" width=\"1128\" height=\"795\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min.jpg 1128w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min-300x211.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min-1024x722.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min-768x541.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min-500x352.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/22-2021-07-06-10_00_32-Greenshot-min-800x564.jpg 800w\" sizes=\"auto, (max-width: 1128px) 100vw, 1128px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">As mentioned above in the questionnaire part of this guide we have enhanced the traditional risk tolerance evaluation with the <\/span><b>Risk Capacity <\/b><span style=\"font-weight: 400;\">that helps to measure the emotional readiness of the individual to take the risk. Along with the questionnaire which helps to increase the engagement of your clients and prospects with your services through a series of questions, PCT PRO enables the fine-tuning of the Risk Capacity measurement from the Risk Capacity module. Open and run the Risk Capacity after you crash test a client\u2019s portfolio to enhance your proposition.<\/span><\/p>\n<p><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min.jpg\" data-rel=\"lightbox-image-22\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8719 alignnone\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min.jpg\" alt=\"\" width=\"1488\" height=\"766\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min.jpg 1488w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-300x154.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-1024x527.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-768x395.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-500x257.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-800x412.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-1280x659.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-1200x618.jpg 1200w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/23-2021-07-06-10_01_49-Greenshot-min-1320x680.jpg 1320w\" sizes=\"auto, (max-width: 1488px) 100vw, 1488px\" \/><\/a><br \/><br \/><br \/><span style=\"font-weight: 400;\">We hope you will find this guide helpful and take advantage of the powerful Portfolio Crash Test PRO features.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As always, you\u2019re more than welcome to contact us through the online support chat (blue chat bubble in the bottom-right corner), or at <\/span><a href=\"mailto:clientsuccess@rixtrema.com\"><span style=\"font-weight: 400;\">clientsuccess@rixtrema.com<\/span><\/a><span style=\"font-weight: 400;\"> or (800) 282-4567<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re new to Portfolio Crash Testing, we\u2019d be glad to show you around &#8211; <\/span><a href=\"https:\/\/rixtrema.com\/landings_pctpro?source=blog28092021\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">REQUEST YOUR PERSONAL DEM<\/span><\/a><span style=\"font-weight: 400;\"><a href=\"https:\/\/rixtrema.net\/requestdemo\/?product=PCT\">O<\/a> TODAY.<\/span><\/p>\n<p>\u00a0<\/p>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/rixtrema.com\/landings_pctpro\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"305\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/04\/2-banner-PCT-min.jpg\" alt=\"\" class=\"wp-image-7799\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/04\/2-banner-PCT-min.jpg 700w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/04\/2-banner-PCT-min-300x131.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/04\/2-banner-PCT-min-500x218.jpg 500w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:60px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client&#8217;s time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.<\/p>\n","protected":false},"author":26,"featured_media":8721,"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":[246],"tags":[],"class_list":["post-8696","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies-portfolio-crash-testing"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/pct-pro-cs.png","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Quick User Guide - Portfolio Crash Test PRO<\/title>\n<meta name=\"description\" content=\"Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client&#039;s time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/pct-quick-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quick User Guide - Portfolio Crash Test PRO\" \/>\n<meta property=\"og:description\" content=\"Portfolio managers and investment advisors work with clients in a number of capacities. They assess a client&#039;s time horizon, performance objectives, and risk tolerance to determine which asset classes are the most suitable investments.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/pct-quick-guide\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-08T14:37:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-09-28T15:51:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/07\/pct-pro-cs.png\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"15 minutes\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/8696","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=8696"}],"version-history":[{"count":12,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/8696\/revisions"}],"predecessor-version":[{"id":9018,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/8696\/revisions\/9018"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/8721"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=8696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=8696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=8696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}