401kFiduciaryOptimizer has only been around for 3 months and is already making major waves in the industry. Dozens of advisory firms are using it to take their fiduciary practice to the next level and to grow their business significantly. Now, 401kFO tool has been selected by Centre For Fiduciary Excellence, LLC, an independent certification organization owned by fi360.
Managing Director of CEFEX Carlos Panksep said of the relationship, «CEFEX certification demonstrates that advisors use the industry’s best practices. Our collaboration with RiXtrema adds new practical evidence to the CEFEX assessment and increases the certification value proposition»
We are not resting on these laurels and are continuing to add major enhancements to 401kFiduciaryOptimizer virtually daily. We will send you a list of latest enhancements tomorrow, so you can take advantage of them. We would like to thank you for your feedback that has enabled us to take this application so far so quickly. To read the full text of the press release, please go here.
Happy Optimizing & Prospecting!