We have had an amazing 2018! RiXtrema acquired Larkspur Data Resources, a legendary company who started building plan advisor software decades ago. We launched Larkspur Executive with points of contact in the C-suite of plans our clients are trying to win over. We’ve added unique real-time update giving our advisors a jumpstart on competition for presenting latest data to any prospect. We’ve added detailed benchmarking and convenient map searches. But 2019 is shaping up to be even bigger.
We plan to further enhance Larkspur Executive by adding sophisticated search tools to find any relevant news or discussions about your prospect plans across the web and social media. Having proper context when reaching out to prospects frequently makes a difference between winning and losing.
We are also rebuilding our boutique risk engine Portfolio Crash Testing. Risk in the markets is back and we will add a ton of new functionality to help you manage it better and separate yourself from the competition.
Merry Christmas and Happy Holidays to everyone!
Daniel Satchkov, CFA