Case Studies for each RiXtrema's Products
Video tutorials with detailed using info
PCT is a premier portfolio analytics and financial planning tool created by Wall Street quants with decade of experience.
Retirement plan database with data and analytics on 850k+ plans, daily update plus 1.2M+ executives with contact info.
Regulation Best Interest requires documentation when performing rollovers. SEC is starting to examine advisors after a grace period.
Plan prospecting software + the largest database of qualified plan data combined with intelligence on 1.2+ million plan executives
Swing for the home run more often with 4+ million corporate Executives and HNWI featuring detailed contact data.
