Quick User Guide – RegBI Optimizer
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...Read More
3 Tricks to Navigating the Admin Panel
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...Read More
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.
Does Reg-BI have teeth? Don’t wait to find out…
We are seeing tremendous amount of interest from advisors in RegBIoptimizer. And what is particularly gratifying is that this time people understand that procrastination is NOT a strategy. RIAs and...Read More
Proving Compliance with RegBI Optimizer
PROVE COMPLIANCE WITH THE SUMMARY REPORT COMPARE ROLLOVER FEES PULL IN RETIREMENT PLAN DATA PRESENT CLIENTS WITH A COMPLETE COST PICTURE CRASH RATING PROVES YOUR RECOMMENDATION CONSIDERS THE CLIENT’S UNIQUE...Read More