Advisor Value Enhanced Through Integration of Client and Portfolio Risk Profiles
Portfolio stress-testing expert RiXtrema and risk-profiling specialist FinaMetrica announced today they have collaborated to offer a combined end-to-end risk management solution to financial advisors. The joint offering will include FinaMetrica’s psychometric risk tolerance test and portfolio mappings services, along with RiXtrema’s instantaneous stress testing and portfolio applications to quickly modify portfolio exposures and mitigate risk.
