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Submitted URL: http://rixtrema.net/
Effective URL: https://rixtrema.net/techmarket/
Submission: On April 19 via api from CH — Scanned from DE
Effective URL: https://rixtrema.net/techmarket/
Submission: On April 19 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 Making 529 Plans Serve Their Purpose The FINRA crack down on advisers and broker-dealers who sold recently 529 plans but put their clients into more expensive share classes should be considered as a move in the right direction. The RIA Industry vs Financial Advisors Wall Street was aware of this trend for years, pointing to the fact that the Big Four wirehouses, which also include Wells Fargo Advisors and UBS, have the wealthiest clients and the financial advisors who generate the greatest amount of revenue in the industry. What does the war in Ukraine mean for the global market and your investments? The crisis in Ukraine has been covered by the global media more closely than any other conflict that scorched the Earth in recent times or the ones that are ongoing currently parallelly in the middle east and elsewhere. Risk Mastery Challenge We are working on something very exciting to help advisors become much more comfortable with risk management concepts. The Next Big Geopolitical Risk Russia’s invasion of the Ukraine is affecting markets daily. We have created stress tests that have attempted to measure moderate and severe consequences for global markets as a result. 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, 2022 PRIVACY POLICY About us Blog Forgot password