RegBi Optimizer
When the SEC Knocks, How Will You Prove Compliance?
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Cut Costs of Compliance Dramatically!
SEC estimates that it will cost $11,607 per advisor to comply with RegBI, we will help you comply for a fraction of that!
Reviewed by Top Securites Attorneys:
RegBIoptimizer is the only software reviewed by top securities law firm for compliance with Regulation Best Interest
Complete Solution for RegBI Compliance:
RegBIoptimizer helps with both RegBI disclosures and form CRS (those are different!)
Comply in Minutes:
Takes minutes to create reports proving you are acting in best interest of the client
When SEC Knocks, How Will You Prove RegBI Compliance?
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about RiXtrema, creators of
RegBi Optimizer
Comprised of top investment researchers with detailed knowledge of fund investments
Winners of the 2015 Peter L. Bernstein Award for Top Article across all Institutional Investor Journals
Used by top investors, pension plans and foundations worldwide, including Nobel Foundation to protect Nobel Prize money
Groom Law Group RegBIoptimizer Review, December 20, 2019
RegBIoptimizer is the only tool that we know of that was evaluated by a top financial securities law firm. They’ve concluded that RegBI optimizer contains information “…establishing many of the key elements that courts …have traditionally found important” and that “a financial advisor could reasonably conclude that use and completion of the Report will create a documented record necessary to form a basis for a best interest recommendation.”
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Close Letter
David S. Wilson
Chief Compliance Officer, KCD Financial, Inc. (A 50+Rep BD)
The Reg BI Optimizer is a core component to meeting our REG BI Obligations. The fact that Luke and his team bend over backwards to structure the Optimizer to our needs makes it feel like they are building their product just for us! They incorporated our Model Portfolios, customized the structure for our Representatives in a way that makes the Reg BI Optimizer easy to incorporate into their practices. The Portfolio Crash Test is unique in the industry and is the icing on the very delicious cake!!
REGULAR PRICE
SPECIAL OFFER
Full RegBI compliance report reviewed by top attorneys
Full RegBI compliance report reviewed by top attorneys
Database of Retirement Plans - 700K+ retirement plans prepopulated
Database of Retirement Plans - 700K+ retirement plans prepopulated
FeeComp advisor fee benchmarking database
(+$1,795 value)
FeeComp advisor fee benchmarking database
(+$1,795 value)
 
BONUS 1, Portfolio Crash Testing Lite
Get a full portfolio risk system, Portfolio Crash Testing included for the full period
(+$1,195 value)
 
BONUS 2: IRAFiduciaryOptimizer
Rollover documentation for DOL Fiduciary Rule
(+$1,299 Value)
BONUS 3
Lead generation tools for your website: Embed risk tolerance and risk capacity assessments into your website
BONUS 4
Form CRS generator.
Answer some basic questions & you have the form
Generate your own form or check the form provided to you
70% Discount!
Risk Free Guarantee: If RegBI is repealed or stayed through courts, get your money back!
$ 1,795
for 12 months
$ 1,295
for 12 months
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