RiXtrema

About

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.

Contacts

Products / Services

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

Companies that integrate with 401GO

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

Integrations

Integrations: 30
Partnership: 0
Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...
Integrations: 42
Partnership: 0
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....
Integrations: 31
Partnership: 0
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...
Integrations: 16
Partnership: 0
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...
Integrations: 79
Partnership: 0
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...
Integrations: 31
Partnership: 0
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...
Integrations: 42
Partnership: 0
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...
Integrations: 21
Partnership: 0
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors...

Partnership

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