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Submitted URL: http://rixtrema.net/
Effective URL: https://rixtrema.net/techmarket/
Submission: On December 15 via api from CH — Scanned from DE
Effective URL: https://rixtrema.net/techmarket/
Submission: On December 15 via api from CH — Scanned from DE
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We're sorry but appstore doesn't work properly without JavaScript enabled. Please enable it to continue. About us Blog Sign in advisor tech market from 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 REQUEST DEMO LEARN ABOUT FREE RIXTREMA'S PRODUCTS Offer of the month Larkspur Executive PRO & Platinum Stay calm & sell retirement plans from home: retirement plan database with data and analytics on 850k+ plans, daily update plus 1.2M+ executives with contact info. Free trial Learn more RiXtrema products and services RegBi Optimizer When the SEC knocks, how will you prove compliance? Regulation Best Interest requires documentation when performing rollovers. SEC is starting to examine advisors after a grace period. Free trial Learn more 401kFiduciaryOptimizer Plan prospecting software + the largest database of qualified plan data combined with intelligence on 1.2+ million plan executives, their social network profiles and corporate contact data. Free trial Learn more Portfolio Crash Testing PRO Become a trusted risk management advisor by applying science-based risk software. PCT is a premier portfolio analytics and financial planning tool created by Wall Street quants with decade of experience. Separate yourself from the pack with top notch analytics. Free trial Learn more Prospects of Wealth 2.0 Swing for the home run more often with 4+ million corporate Executives and HNWI featuring detailed contact data, social network profiles, retirement plan holding data & more. Free trial Learn more CRM Modern CRM with built-in email campaigns: according to research, a prospect needs to interact with your content 6-7 times before deciding to pursue a relationship. Campaigns give you that! Free trial Learn more CoinOptimizer Coinoptimizer was built by an award winning investment research team to help you understand and explain behavior of cryptocurrencies. Free trial Learn more Planisphere Planisphere contains detailed information on nearly one million qualified retirement and group benefit plans. Free trial Free products Fundscreener Find and select certain mutual funds or ETFs based on detailed category, performance and risk statistic analysis. Free trial Learn more PDF-Parser Tool designed for exporting data about funds from Schedule H to excel or a csv file for analysis. PDF Parser converts retirement plan statements into a digestible format which can be uploaded as the company’s retirement plan into the 401kFiduciaryOptimizer and Larkspur Executive. Free trial Learn more Blog 2021 PLANSPONSOR Best Practices Conference Summary: ERISA, Outsourcing, and Benchmarking Plan sponsors have a fiduciary duty to ensure that their company’s retirement plans are properly designed and managed. Predicting S&P Returns Using the VIX I recently read that one could predict a downturn in the S&P by observing the shape of the VIX futures curve. Is 2022 the Year Advisors Adopt Nontraditional Fees? In the past much has been said about the efficiency of the traditional Assets Under Management (AUM) structure, based on a high minimum level of assets, but without a single fee model suitable for every client and advisor. LE Quick Guide – Internal Plan Reports Now we will look at individual plan reports, in order to do that we will select a plan from the list that we have generated previously from our Advanced search tutorial. Step 01 : Once you click on a plan, you will be automatically directed to the Summary page report, what that is, is a… Read More Interview with Michael Kane: Digital Marketing Strategies for Success Thank you, Michael Kane, for sharing your success story and highlighting our product Larkspur Executive PRO in your OUTCOMES interview. NOT SURE WHICH PRODUCT CAN HELP YOU GROW? SCHEDULE A FREE CONSULTATION Send Rixtrema Inc 80 Broad Street, 5th floor New York, NY 10004 | USA clientsuccess@rixtrema.com Tel: +1 (212) 513-7070 RiXtrema, 2021 PRIVACY POLICY About us Blog Forgot password