• rixtrema.com
  • Blog
  • Reg BI
  • Software Case Study
    • Case Studies – Reg BI Optimizer
    • Case Studies – Portfolio Crash Testing
    • Case Studies – Planisphere
    • Case Studies – Larkspur Executive
    • Case Studies – 401kFO
  • Investing Counterpoint
Tuesday, June 9, 2026
  • Trending/The Digital Delusion: Why Raw Automation No Longer Rules
  • Trending/Three Quiet Nasdaq Rule Changes
  • Trending/How Advisors Can Build Trustworthy Financial AI
  • Trending/Why Financial Advisors Need AI Guardrails
  • Trending/Why Advisors Will Speak to AI Instead of Typing
  • rixtrema.com
  • Blog
  • Reg BI
  • Software Case Study
    • Case Studies – Reg BI Optimizer
    • Case Studies – Portfolio Crash Testing
    • Case Studies – Planisphere
    • Case Studies – Larkspur Executive
    • Case Studies – 401kFO
  • Investing Counterpoint
Uncategorized

“Arguably, the Most Comprehensive DOL Rule Solution”

Daniel Satchkov
30 Jan 2017

Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer, offered by RiXtrema”.

Here is a link to his study: http://www.advisorperspectives.com/articles/2017/01/23/dol-fiduciary-compliance-part-ii-the-most-comprehensive-solutions-for-ria-firms

Previous PostRiXtrema in Journal of Fin Planning: DOL Rule Compliance & a Secret Revealed…
Next PostSkip Schweiss on New Horizons Opening in front of RIAs
Daniel Satchkov

Related Posts

News
Participant Education is King
Case Studies
Winning 401k Business Nearby with Planisphere
Case Study: Identifying Fiduciary Risks with the Right Tools
Case Study
Case Study: Identifying Fiduciary Risks with the Right Tools

rixtrema.com

RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

  • The Digital Delusion: Why Raw Automation No Longer Rules
  • Three Quiet Nasdaq Rule Changes
  • How Advisors Can Build Trustworthy Financial AI
  • Why Financial Advisors Need AI Guardrails
  • Why Advisors Will Speak to AI Instead of Typing
Copyright 2021 RiXtrema, All Right Reserved