Fintech Impact

Summary:In this 7th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Yon Perullo, the CEO of RiXtrema, a United States-based fintech that specializes in helping financial advisors build their practice and assist with the fiduciary responsibilities that they face in their practice.Show Notes:●01:01 – RiXtrema started in risk-management in the financial advisement space and evolved into many areas of fiduciary risk management.●01:32 –Yon began his career as a Director of Quantitative Analytics at FactSet and moved to managing hedge funds and mutual funds.●03:29 – Yon came to RiXtrema as an early adopter.●04:11 – RiXtrema created the Portfolio Crash Test for advisors to load their portfolios for their clients to get robust scenario testing.●10:48 – One of the tools that was developed out of the Portfolio Crash Test is called the IRA Fiduciary Optimizer.●13:40 –The 401kFiduciary Optimizer is another tool that RiXtrema developed