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
view solutionLarkspur Executive PRO & Platinum
Done-for-you marketing: Larkspur PRO Plus includes unlimited customer support and 1-on-1 trainings Marketing campaign targeting 100s of plan sponsors in your area Everything is done-for-you by experts Your job is to follow up with leads that come out of the campaign ...
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......
business needs
view solutionRemAI
Step 1 Enter a query into RemAI, for example: “Behavior of US interest rates in 2023” Step 2 Get a thorough research report with up-to-the-minute data, multiple charts and a coherent explanation Step 3 Put personal touch and deliver to clients Publish as a blog Use as a foundation for video or podcast Use research to trade &......
business needs
view solutionStressTestAI
StressTestAI doesn't just match your current tools—it revolutionizes how you manage risk with breakthrough AI technology AI-powered scenario generation Describe any macroeconomic event in plain language. Our AI instantly creates custom stress test scenarios with relevant shock factors. From days to seconds What used to take days of research across 10-12 analyst reports now......
