RiXtrema is by far the best product for RIAs who want to win retirement plan business. As one prospect put it ‘this is the best presentation they have ever seen’. Since we purchased the product in July we have well over 20 solid leads and some have already closed.

"Using the 401kFiduciaryOptimizer to identify a local plan at potential risk, we secured a meeting with one of the company’s partners... The RiXtrema platform provides a compelling call-to-action for unsuspecting plan sponsors, enabling us to help them reduce future liability. This was just the first of many cases for which we intend to rely on the RiXtrema solution"

“I wanted to give a recommendation to the group at Rixtrema! We’ve worked together adding a few personalized features to the web site and the service has been outstanding. The web site has allowed me to double my prospecting efforts.”

"I been using Larkspur Executive/Rixtrema for a while now, I especially like the new feature of the marketing letters, they are so easy to use, well written and have great information like the various ratings. The best part is I don’t have to put the letters together , just send them, This is a great way to leverage my time when prospecting."

"Our firm can not only provide excellent plan governance but the cost sayings can be truly eye opening. Builds credibility with your strategic partners and enhances referrals. Also the support has been amazing when I have questions, response is outstanding!"

Managing money is not enough today - one needs to also manage risk and cash flows. Risk explains returns. To put it simply: With RiXtrema our firm can now structure portfolios in such a way as to locate, identify, and then determine the exact exposures to the risks our clients want - while avoiding those risks they don't want. RiXtrema has certainly revolutionized my practice!

I have been reading a lot about the requirements on Advisors of all sizes to document their Fiduciary compliance. With my advisory practice, I do rollover workplace plans to low cost IRAs assuming the broader investment selections would outweigh any difference in expenses to my clients. In the increasing strict regulatory environment, I want to justify my intuition on Rollovers with a sound analysis. I realized that IRAFiduciaryOptimizer is ideal to cover that gap in my compliance documentation.