This webinar can transform your practice. You can now use Portfolio Crash Testing and FinaMetrica as a single application to add unique value.
Building risk appropriate portfolios is the key task of the advisor. With the DOL fiduciary rule and lots of other regulatory scrutiny, it is more important than ever to accurately measure investor's risk tolerance and to make sure that portfolio that you build for a client is appropriate. RiXtrema and FinaMetrica have partnered to offer advisors unique value, by integrating two applications. Advisors will be able to measure risk tolerance and optimize investor's portfolio to make sure it fits the psychometric characteristics. During the webinar you will see a brief demo of the integrated workflow and how it can help you be the trusted advisor.