RiXtrema

Honored for Extraordinary, Compelling Research

RiXtrema announced that an article written by four members of its executive and advisory team has been awarded the 2015 Peter L. Bernstein Award by Institutional Investor Journals. Risk Estimation and Hedging: A Reverse Stress Testing Approach was published in The Journal of Derivatives in April 2015. Authors were Yaacov Kopeliovich, Arcady Novosyolov, Daniel Satchkov and Barry Schachter.

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.

Only Risk Tool For Advisors Used By World’s Top Asset Managers

RiXtrema today announced that the Stockholm-based Nobel Foundation has selected its Portfolio Crash Test solution as its risk model to protect the endowment of Alfred Nobel and ensure that the assets remain available for awards to future Nobel Prize recipients.

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.

Advisor BioniX Enhances Value and Increases Efficiency for Financial Advisors

RiXtrema today announced the introduction of Advisor BioniX, a new tool based on the portfolio management engine used by some of the top fund managers and financial advisory firms worldwide. “As robo advisors seek to commoditize the investment advisory business, financial advisors will be experiencing downward pressure on the fees that they are able to charge,” said RiXtrema President Daniel Satchkov, CFA. “Since they cannot efficiently increase volume the way low cost “robos” do, they are faced with declining margins and earnings. Advisor BioniX will remedy that situation by combining the benefits of a robo advisor with the advisor’s core competency of providing valuable, individualized advice.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Technology Solutions Providers to Reveal Latest and Greatest Innovations at “Granddaddy” Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker are encouraging financial advisors nationwide to attend the tenth annual T3 Technology Conference for financial advisory firms of all sizes. The conference, which is being held at the Hilton Anatole in Dallas, February 12-14, 2015, is designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions.


"RetireRisk" Helps Advisors Enhance Value to Clients

RiXtrema today announced the introduction of "RetireRisk," a new tool that advisors can use to combine institution-quality risk analytics with retirement planning. The first of its kind, the tool enables users to see the results of RiXtrema's Portfolio Crash Test and also measure the impact of losses on the investor's long term retirement goals.