Risk Tolerance

RiXtrema announced that it 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 or portfolio directly into Portfolio Crash Testing without having to do any manual document or data uploading. RiXtrema’s Portfolio Crash Testing 2.0 monitors both the risk in portfolios as well as the client’s risk tolerance, and will alert the advisor if risk in the account is diverging from the risk tolerance profile.

FinaMetrica, the leader in psychometrically-based risk profiling software for financial advisors, will host two webinars in July that will help financial advisors grow their business by working more efficiently and proactively. The webinars will be conducted by Deborah Fox, CEO and Founder of Fox Financial Planning Network (FFPN).