RiXtrema
HQ Address
80 Broad Street, 6th floor, New York, NY 10004, United States
Website Address
Business introduction
All the tech you need as a financial advisor - in one place! No multiple logins, unified tech stack
Win retirement plans & high net worth individuals with Advisor TechMarket suite of tools
RiXtrema serves over 7 thousand retirement plan advisors. Our mission is to help you grow your business and comply with fiduciary regulations. RiXtrema was founded in 2010 as a quant risk management system and started serving advisors in 2015. Since then we combine the best machine learning for data gathering and financial math to create actionable reports for fiduciaries.
RiXtrema Solutions
401kFiduciaryOptimizer
Analyze & Win Any Plan Today Detailed intelligence on 850,000+ retirement plans. Improve Plan Investments menu breakdown for 80,000+ plans. Customization & Efficiency In Your Marketing Custom trackable marketing letters for any plan in seconds. Reach Out To Decision Makers Over 1.2 million plan executives with contact info. Be the First One to Present Real-Time plan filing update for......
business needs
- Client Marketing & Prospecting
- Financial & Retirement Planning
- Portfolio Build, Analysis & Reporting
Larkspur Executive PRO & Platinum
2020 started out with major social and market volatility. Virus fears are causing people to travel and interact less. Does this all mean that your only choice is to hunker down, put out client fires and weather the storm? That is what your competitors will do. We do not believe that......
business needs
view solutionPortfolio Crash Testing PRO
Expert Designed & Custom Stress Tests Relate every risk discussion to client’s specific situation & keep them engaged Risk Tolerance & Risk Capacity Go beyond risk tolerance questionnaires and assign Monte Carlo simulation risk capacity score to demonstrate deeper knowledge of your client Reverse Stress Testing Analyze different ways that portfolio can suffer losses to......
business needs
view solutionRegBi Optimizer
Cut Costs of Compliance Dramatically SEC estimates that it will cost $11,607 per advisor to comply with RegBI, we will help you comply for a fraction of that. Reviewed by Top Securites Attorneys RegBIoptimizer is the only software reviewed by top securities law firm for compliance with Regulation Best Interest. Complete Solution for RegBI......
