Rixtrema Portfolio Crash Testing (PCT) Integration Overview

This topic provides an overview of Morningstar Office Integration with Rixtrema’s Portfolio Crash Testing (PCT) product.

The following topics will be discussed:

What is Rixtrema PCT?
How does this integration affect me?
What type of information is pulled into Rixtrema?
How can I subscribe to Rixtrema?
Who should I contact for Rixtrema Support?

What is Rixtrema PCT?

Portfolio Crash Testing (PCT) is a stress testing tool developed by RiXtrema based on its Riskostat software used by large asset managers. It enables financial professionals to understand how their portfolios are likely to behave in a variety of macroeconomic scenarios. The results can be used for discussions with prospects and clients.

How does this integration affect me?

Morningstar Office subscribers can bring their client accounts into PCT seamlessly without any manual data entry. The account data will also be updated automatically in PCT.

What type of information is pulled into Rixtrema?

Client and account positions data from Morningstar Office are pulled into Rixtrema.

How can I subscribe to Rixtrema?

Please call (212) 513-7070 or e-mail mail@rixtrema.com to subscribe or to schedule your demo.

Who should I contact for Rixtrema support?

Any support questions should be directed to support@rixtrema.com.