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Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer and Larkspur Planisphere provide extensive analytics on qualified plans in the United States. IRAFiduciaryOptimizer supports fiduciary rollover process and creates documentation required by the DOL Rule Impartial Conduct Standard.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.