Win 401(k) plans & comply with fiduciary regulation

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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

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RiXtrema products and services

401kAI allows you to communicate frequently without spending much time.

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.

RemAI is the newest software that answers complicated investment questions with detailed answers, supported by data and charts. The result can be used immediately to: invest; publish and win clients; communicate with existing clients as a trusted advisor

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.

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.

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.

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.

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!

Planisphere

Planisphere contains detailed information on nearly one million qualified retirement and group benefit plans.

Portfolio Crash Testing 3.0

Campaigns

Campaigns - Build up long relationship with clients and follow up leads to close sales with engaging marketing emails

DATAPAGE

Empower Your Sales Team: Close Deals & Keep Great Email Reputation. Most detailed retirement plan & corporate executive contact database

Compliance Report

This application is used to visualise various statistics and metrics related to marketing campaign activity and emailing activity.

Free products

Fundscreener

Find and select certain mutual funds or ETFs based on detailed category, performance and risk statistic analysis.

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.

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