Knowledge base of Portfolio Crash Testing PRO
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Compare Portfolio Crash Tests
In these videos, we will be covering the basics of how to make the most out of the tools within your RiXtrema subscription. Today we will take a look at how to get started with Portfolio Crash Test and the navigation basics in the program.
In these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription. And today we will take a look at how to create and save your portfolios.
In these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription. And today we will take a look at how you can crash test your portfolio and fine-tune the crash rating with different options in PCT.
In these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription. And today we will take a look at how you can add and manage clients and match portfolios to them.
In these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription. And today we will take a quick look at how you can manage your client and portfolio data with the External CRM and portfolio management systems using the PCT integrations. PCT integration allows you easily sync your client information along with their portfolio info from external systems into the PCT.
In these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription. And today we will take a look at how to utilize the sophisticated built-in Risk Tolerance and Capacity Assessment Questionnaire to assess the risk and capacity of your clients and prospects.
In these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription. And today we will take a look at how PCT can help you create a compelling report document with the portfolio analysis and optimization that you may use for the presentation with your clients or prospects or for book-keeping purposes.
