{"id":5543,"date":"2019-10-04T11:58:54","date_gmt":"2019-10-04T16:58:54","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=5543"},"modified":"2021-09-15T10:24:04","modified_gmt":"2021-09-15T15:24:04","slug":"why-you-should-switch-to-larkspur-from-planisphere","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/why-you-should-switch-to-larkspur-from-planisphere\/","title":{"rendered":"Why You Should Upgrade From Planisphere To Larkspur Executive"},"content":{"rendered":"\n
<\/div>\n\n\n
    \n
  1. Improved user interface and cleaner presentation<\/a><\/li>\n
  2. Ratings and benchmarks to compare plan sponsors<\/a><\/li>\n
  3. More data than ever before<\/a><\/li>\n
  4. Customized Trackable Marketing Letters (CTML)<\/a><\/li>\n
  5. Prospect. Analyze. Contact. Profit.<\/a>\n

    \u00a0<\/p>\n<\/li>\n<\/ol>\n

    Transitioning to Larkspur Executive can radically streamline your marketing efforts and present analytics to clients like you\u2019re in the 21st century.<\/p>\n

    Improved user interface and cleaner presentation<\/strong><\/h2>\n

    \u00a0<\/p>\n

    Let\u2019s face it. Planisphere\u2019s user interface is showing it\u2019s age. Like an all original 1930\u2019s bungalow, it was time for a complete makeover.\u00a0 Larkspur Executive\u2019s (LEXE) sleek user interface means that you can proudly display charts and analysis during a client meeting. You can search with a map and select filters while seeing in real-time the number of plans in LEXE\u2019s database.<\/p>\n

    \u00a0<\/p>\n

    \"\"

    Figure 1: Larkspur Executive\u2019s rating system cleanly presents complex analytics<\/em><\/p><\/div>\n


    Ratings and benchmarks to compare plan sponsors<\/strong><\/h2>\n

    \u00a0<\/p>\n

    Larkspur Executive gives you benchmark ratings<\/a><\/u> to quickly assess a plan\u2019s performance next to 1000s of similar plans (Figure 1). LEXE\u2019s rating system allows you to quickly find plans that have a low rate of return, high fees, and lots of rollover prospects. A plan\u2019s rating is useful for providing context to its key metrics. A plan may have had a rate of return of -3% in 2018, but it is difficult to know if that is good or not. A quick comparison to a -6% benchmark average tells you that the plan is better than most. We ranked all plans within a 0-100 to determine the difference between the plan and an average. So, if the plan\u2019s rating is 85, then you know that only 15% of other similar plans had a higher rate of return.<\/p>\n

    It\u2019s a powerful statement to tell a plan sponsor they underperform their peers and rank in the lowest x%. These benchmark ratings speak volumes in LEXE\u2019s customizable, clean, and downloadable PDFs. Choose which reports which you would like to include and upload your own logo which appears on the cover page and in the header. It is a great way to show a plan sponsor the most relevant benchmarks, charts or reports.<\/p>\n

    More data than ever before<\/strong><\/h2>\n

    \u00a0<\/p>\n

    Larkspur Executive contains thousands of emails and LinkedIn profiles of plan sponsor executives.\u00a0 This database is a collective effort of the RiXtrema engineers and data team to collect, clean and test the validity of contact information for every executive on the list. It is growing daily and more new executive contacts become available for our users.<\/p>\n

    Just as in Planisphere, you can view a decade worth of 5500 documents but LEXE will identify historical red flags and fiduciary violations. Furthermore, no other provider datapoints on 10 years of historical service provider data fees and commissions and we provide historical graphs to easily compare performance (Figure 2).<\/p>\n

    \u00a0<\/p>\n

    \"\"<\/a>

    Figure 2: Historical graphs allow for easy performance comparisons<\/em><\/p><\/div>\n


    Customized Trackable Marketing Letters (CTML)<\/strong><\/h2>\n

    \u00a0<\/p>\n

    Often marketing for prospects is a numbers game, and with Larkspur Executive<\/a><\/u> you can screen plan sponsors and send a marketing email in just a few clicks or print a direct mail package. You can choose from a selection of our premade templates or upload your own template letter to display statistics, ratings, and red flags that will seize a plan sponsor\u2019s attention. Then, LEXE will notify you when your email is opened, so you can experiment with different language and templates to refine your marketing strategy.<\/p>\n

    \u00a0<\/p>\n

    \n

    In short, Larkspur Executive improves upon the prospecting and analytical tools in Planisphere and provides more data in an improved interface. It is easier to search for plan sponsors and present risk factors, underperformance, and fiduciary violations to clients. LEXE\u2019s CTML and direct mail tools can streamline your marketing efforts and increase the number of contacts you can make to prospects with minimal effort.<\/p>\n<\/blockquote>\n

    Prospect. Analyze. Contact. Profit.<\/strong><\/h2>\n

    \u00a0<\/p>\n

    Please contact our Client Success Team if you are interested in learning more or have any questions about Larkspur Executive\u2019s advantages to Planisphere at clientsuccess@rixtrema.com<\/a><\/u>. Read more about the features and tools in Larkspur Executive at our blog<\/a><\/u> where we cover markets and analyze economic trends<\/a><\/u> to inform financial advisors.<\/p>\n\n\n

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

    Improved user interface and cleaner presentation Ratings and benchmarks to compare plan sponsors More data than ever before Customized Trackable Marketing Letters (CTML) Prospect. Analyze. Contact. Profit. \u00a0 Transitioning to Larkspur Executive can radically streamline your marketing efforts and present analytics to clients like you\u2019re in the 21st century. Improved user interface and cleaner presentation… <\/p>\n

    <\/div>\n

    Read More<\/a><\/p>\n","protected":false},"author":11,"featured_media":5548,"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":[243,210],"tags":[269,264,272,270,174],"class_list":["post-5543","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies-larkspur-executive","category-case-study","tag-case-study","tag-ctml","tag-larksur-executive","tag-pct","tag-planisphere"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/10\/shutterstock_522500815-min.jpg","yoast_head":"\nWhy You Should Upgrade From Planisphere To Larkspur Executive<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/why-you-should-switch-to-larkspur-from-planisphere\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why You Should Upgrade From Planisphere To Larkspur Executive\" \/>\n<meta property=\"og:description\" content=\"Improved user interface and cleaner presentation Ratings and benchmarks to compare plan sponsors More data than ever before Customized Trackable Marketing Letters (CTML) Prospect. Analyze. Contact. Profit. \u00a0 Transitioning to Larkspur Executive can radically streamline your marketing efforts and present analytics to clients like you\u2019re in the 21st century. Improved user interface and cleaner presentation... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/why-you-should-switch-to-larkspur-from-planisphere\/\" \/>\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=\"2019-10-04T16:58:54+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-09-15T15:24:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/10\/shutterstock_522500815-min.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"667\" \/>\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=\"4 minutes\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/5543","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=5543"}],"version-history":[{"count":7,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/5543\/revisions"}],"predecessor-version":[{"id":8939,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/5543\/revisions\/8939"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/5548"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=5543"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=5543"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=5543"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}