German Lee

PDF Parser Quick Starting Guide

RiXtrema has developed the PDF Parser to enhance the Advisor Tech Market line-up with the flexible PDF document recognition tool. It will help save your time and effort by recognizing and extracting investment information with tickers and their respective values.

Important Conversations During Inflation Times

Understanding how inflation affects clients' financial goals is perhaps the most crucial conversation you can have with them. It will help you better understand how to help them. create a cash management plan, as well as consider assets that can help them hedge inflation risk.

Long Life & a Portfolio to Match

Even with the COVID 19 death toll on America, the concept that "life is too short" is evolving, for people reaching retirement age. This is thanks to various breakthroughs in public health, and safety infrastructure.