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3 tricks to navigating the Admin Panel-min

Group by the advisor, state or date Hide columns to display the most relevant data Sorting Columns Admin Panel Personalization All of RiXtrema’s products in its software suite have one thing in common. Personalization. We strongly believe that whether you are attracting new clients, making a risk assessment, or so that you can tune the software to work in a way that works for your firm. It’s why institutional firms and independent advisors find our software suite useful. Read more about how the admin panel PDF tool can prepare all you need for the SEC exams. The admin portal shows all the advisors in the firm and whether all the...

Controlling Your Campaign Flow in Your Campaigns Dashboard

Gennady Prokofyev

28 Jul 2020

Controlling Your Campaign Flow in Your Campaigns Dashboard

With Larkspur Executive PRO you can easily prospect multiple companies by sending them a batch campaign. But many of our users wonder: how can I track a campaign? how can I manage campaigns individually and for the companies, and how can I blacklist them?Those are really essential questions, and we have several ways to do that efficiently,

Colin Ward

27 Jul 2020

Proving Compliance With the PDF Tool For SEC Exams

The SEC indicated that its first compliance examinations would begin in July-August. How will your firm prove to the SEC that your advisors abided by Reg-BI standards with every client contact? If you work as a team and have a compliance officer, RegBIoptimizer’s admin portal is essential. The Admin panel is ideal for independent RIAs or BDs but excels with scale.

Yon Perullo

23 Jul 2020

Data Driven Success for Financial Advisors

Advisors have been using LE Pro to win retirement plan business for a few months and have sent thousands of emails to prospects. This podcast will examine the e-mail success metrics and discuss what the future of marketing looks like in LE Pro.

Yon Perullo

23 Jul 2020

Early Returns – CTML & Campaign features pay dividends!

Anecdotal Evidence Data Backed Results Not Good Enough When we released our CTML (Customizable Trackable Marketing Letters) and LE Pro and Platinum campaign features, we knew these tools would be game changers for anyone looking to grow their plan business. What we didn’t know, was just how successful they would be. Well, we have been collecting some statistics over the past few months, and below I will share some of the metrics we have collected and how we are using this information to make the product even better. For those of you unfamiliar with the CTML and Campaign features, you can read an overview here, here, and here. Plus, there...