{"id":1170,"date":"2018-07-03T10:53:19","date_gmt":"2018-07-03T15:53:19","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=1170"},"modified":"2020-01-09T14:17:19","modified_gmt":"2020-01-09T19:17:19","slug":"read-about-prospects-of-wealth-2-0-in-the-latest-in-financial-advisor-fintech-for-july-2018","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/read-about-prospects-of-wealth-2-0-in-the-latest-in-financial-advisor-fintech-for-july-2018\/","title":{"rendered":"Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”"},"content":{"rendered":"

The latest article by renowned advisor expert Michael Kitces on FinTech trends titled\u00a0The Latest In Financial Advisor #FinTech for the month of July 2018<\/em>, talks about the latest 2-in-1 tool for financial advisors from Larkspur-Rixtrema:<\/span><\/p>\n

“…RiXtrema, a portfolio stress testing tool that has increasingly focused into the 401(k) space by building out a \u201c401(k) Fiduciary Optimizer\u201d due diligence tool, is now also building out its own version of marketing and prospecting tools. Leveraging a database of qualified plan executives from\u00a0their recent Larkspur acquisition<\/a>, RiXtrema has announced\u00a0its \u201cProspects Of Wealth 2.0\u201d platform<\/a><\/span><\/strong><\/em>, which pulls available information on the qualified plan\u2019s 401(k) menu, conducts a \u201cPortfolio Crash Test\u201d scenario analysis to show where the plan may have potential risks, and then provides the direct contact information (email addresses and phone numbers) of the relevant qualified plan administrators and executives to show them the results and solicit their business. Of course, the caveat is that there\u2019s no way to know exactly how the plan is\u00a0actually\u00a0<\/em>allocated \u2013 at best, the Stress Test analysis will typically be done just based on available menu\u00a0of\u00a0<\/em>options \u2013 but nonetheless, the RiXtrema Prospects of Wealth solution is a notable and positive step in the direction of adapting their tool into not just an analytical and portfolio construction tool, but a marketing and business development solution that helps a wider range of advisors (and\u00a0may be able to command a much higher price in the advisor marketplace, too<\/a>).”<\/span><\/p><\/blockquote>\n

You can read the entire article here:\u00a0https:\/\/www.kitces.com\/blog\/the-latest-in-financial-advisor-fintech-july-2018\/<\/a><\/span><\/p>\n

Sign Up for your personalized tour of\u00a0Prospects of Wealth 2.0 below:<\/span><\/strong><\/em><\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The latest article by renowned advisor expert Michael Kitces on FinTech trends titled\u00a0The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool for financial advisors from Larkspur-Rixtrema: “…RiXtrema, a portfolio stress testing tool that has increasingly focused into the 401(k) space by building out a \u201c401(k) Fiduciary… <\/p>\n

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Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":1171,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[200,179],"tags":[7,109,193,172],"class_list":["post-1170","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-prospecting","category-using-larkspur-rixtrema-tools","tag-financial-advisor","tag-prospecting","tag-prospects-of-wealth-2-0","tag-retirement-plan-advisors"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/Prospects-of-Wealth-2.0.jpg","yoast_head":"\nRead about Prospects of Wealth 2.0 in "The Latest In Financial Advisor #FinTech for July 2018"<\/title>\n<meta name=\"description\" content=\"The latest article by renowned advisor expert Michael Kitces on FinTech trends titled\u00a0The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool for financial advisors from Larkspur-Rixtrema:\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/read-about-prospects-of-wealth-2-0-in-the-latest-in-financial-advisor-fintech-for-july-2018\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Read about Prospects of Wealth 2.0 in "The Latest In Financial Advisor #FinTech for July 2018"\" \/>\n<meta property=\"og:description\" content=\"The latest article by renowned advisor expert Michael Kitces on FinTech trends titled\u00a0The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool for financial advisors from Larkspur-Rixtrema:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/read-about-prospects-of-wealth-2-0-in-the-latest-in-financial-advisor-fintech-for-july-2018\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-07-03T15:53:19+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-09T19:17:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/07\/Prospects-of-Wealth-2.0.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"480\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"1 minute\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=1170"}],"version-history":[{"count":7,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1170\/revisions"}],"predecessor-version":[{"id":5932,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1170\/revisions\/5932"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/1171"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=1170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=1170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=1170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}