Blog 3 Columns - Masonry

This year Independence Day hits just that little bit different. Although many restrictions are still in place, freedom is in the air. At Rixtrema we would like to thank everyone who has worked with us over this very challenging, and at times, tragic period. So whether you are having a BBQ, fireworks display or family picnic. Indulge yourself! From the whole team, Happy Independence Day!

New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say

Gennady Prokofyev

28 Jun 2021

Gesler became the new SEC chairman only a few months ago, but he’s already, reportedly, going hard on the RegBI Rule and being advised by Capitol Hill Republicans to slow down on environmental, social and governance rules.

Larkspur Executive CRM – Quick User Guide

Client Success Team

25 Jun 2021

1. Click on the CRM tab on the left-hand dashboard to quickly access your CRM system 2. The First Screen is your tasks Dashboard, some tasks will begenerated...

Working Remotely: Virtual Interactions between Advisors and Clients

Svetlana Patokova

25 Jun 2021

Financial Advisors Benefit from Working Remotely We are now into a second year of new remote work rules, precipitated by the pandemic. Large numbers of financial advisors have become...

Quick User Guide – CoinOptimizer

Client Success Team

24 Jun 2021

According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?

Quick User Guide – RegBI Optimizer

Client Success Team

22 Jun 2021

Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the...

Quick User Guide – Prospects of Wealth

Client Success Team

22 Jun 2021

Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...

The Pandemic and Participants

Tatiana Kovaleva

21 Jun 2021

«Most Americans (69%) describe themselves as proactive or planners—and 64% either have a plan or have thought in detail about how to afford their desired lifestyle in retirement».

Quick User Guide – 401kFO Steps

Client Success Team

21 Jun 2021

Edit Your Settings Step 1. Select the Person Icon in the top Right Step 2. Edit you company details Step 3. Edit your Optimization settings Add...

Quick User Guide – Planisphere

Client Success Team

18 Jun 2021

When you first log in to Planisphere, the Search page is your starting point

How to Assess Risk When Investing in Crypto – Use Coinoptimiser

German Lee

11 Jun 2021

Call Center Booster To Marketing Reach

Alexandr Starodubtsev

04 Jun 2021

This is the question you will be asking when developing your own growth strategies. The answer to this question can vary from business to business. In general, it is a marketing approach focused on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly defined audience — and, ultimately, to drive profitable customer action.

Blog 3 Columns – Masonry

Happy Independence Day from Rixtrema

New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say

Larkspur Executive CRM – Quick User Guide

Working Remotely: Virtual Interactions between Advisors and Clients

Quick User Guide – CoinOptimizer

Quick User Guide – RegBI Optimizer

Quick User Guide – Prospects of Wealth

The Pandemic and Participants

Quick User Guide – 401kFO Steps

Quick User Guide – Planisphere

How to Assess Risk When Investing in Crypto – Use Coinoptimiser

Call Center Booster To Marketing Reach