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Fintech Integration Marketplace / Wealth Management / Retirement Planning

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RiXtrema

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.

Website

https://rixtrema.com/

Contacts

mail@rixtrema.com

https://www.facebook.com/LarkspurRiXtrema/

https://www.linkedin.com/company/rixtrema-inc.

https://twitter.com/RiXtrema

RiXtrema
  • Retirement Plans
  • Plan Analytics
  • 401kFiduciaryOptimizer
  • RegBI Compliance
  • Portfolio Crash Testing
RiXtrema

Companies that integrate with RiXtrema

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
#Risk Profiling
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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