"Using the 401kFiduciaryOptimizer to identify a local plan at potential risk, we secured a meeting with one of the company's partners. We presented a preliminary report based on the information gleaned from the company's most recent 5500 filing. This alone raised the partner's concern to the point of retaining our firm to complete a full analysis, providing us with all requested documentation before the end of that first meeting. Upon presenting our final presentation, we were retained as lead advisor for the plan. The RiXtrema platform provides a compelling call-to-action for unsuspecting plan sponsors, enabling us to help them reduce future liability. This was just the first of many cases for which we intend to rely on the RiXtrema solution."

"RiXtrema is by far the best product for RIAs who want to win retirement plan business. As one prospect put it ‘this is the best presentation they have ever seen’. Since we purchased the product in July we have well over 20 solid leads and some have already closed. One client once asked me, ‘how can you tell me how much you can save our plan when you have no idea what our costs and funds are?’. Well, that is obviously not true as I have 97% of all the data at my fingertips with 401kFiduciaryOptimizer. We are now expanding to other areas and we are going after larger plans, anticipating even more wins with the help of 401kFiduciaryOptimizer."