RiXtrema
HQ Address
80 Broad Street, 6th floor, New York, NY 10004, United States
Website Address
Business introduction
Fiduciary analytics to help you: be a trusted advisor, earn more while having a life
financial planning software company for financial advisor + insight from retirement and risk experts
RiXtrema is a fiduciary database and analytics engine for advisors that work with both retirement plans and individual investors. Products such as 401kFiduciaryOptimizer and Larkspur Executive provide extensive analytics on qualified plans in the United States. Larkspur Executive has embedded marketing tools that can reach out to hundreds of potential plan sponsors. RegBIOptimizer supports fiduciary processes and creates documentation to comply with the Security Exchange Commission Regulation Best Interest rule.
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......
