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Enhance Your Value Proposition:

Become a Trusted Advisor With Portfolio Crash Testing

LanceHicks.jpg quoteb.png That's one of the real beauties I find of RiXtrema's platform and software, because you can show and demonstrate risk and goals visually without having to use a lot of words. In the short time we've been using this, we have brought on some very substantial clients. And it was Portfolio Crash Testing that did that. We are talking about clients who are deca–millionaires. It was a wonderful experience for us to have this in our quiver and to be able now to use that. quotee.png

Lance Hicks, CEO, Finance 500, Award Winning Advisor

AMillard.png quoteb.png I have found RiXtrema to be extremely useful in two distinct ways: First, it's an excellent internal tool for evaluating and analyzing portfolios. Just as important, it's a very effective communication tool for helping clients to visualize and understand the tradeoffs between risk and reward. quotee.png

Andrew Millard, CFP, Principal, Millard & Company

Which product would you like to see?
Quantitative diagnostics/improvements for retirement plans to accelerate your plan sponsor AUM growth.
Larkspur Executive
Larkspur Executive - Premier plan prospecting solution. Win more plans with 850,000+ plans and 1.2+ million plan executives with contact data at your fingertips.
Portfolio Crash Test
Portfolio Crash Tester will help you explain and manage portfolio risk for any prospect or client. It is the only platform for advisors that is also used by top institutions to manage their risks.
Prospects Of Wealth 2.0
Prospects of Wealth 2.0 combines powerful risk analysis with data on 5.2 million HNWI. Data includes contact information such as email/phone, place of work, social network profiles, as well as retirement plan menu holdings for prospect’s company. This enables you to reach out to prospects ahead of competition and show them unique risk analysis on their retirement portfolio or any portfolio of choice.
If you would like to see more than 1 product, we will show it to you during the demo you selected.