Next-Gen Tech That Solves Today’s IRA Challenges.
IRALOGIX’s proprietary platform is purpose-built to help you modernize, optimize, and scale your IRA business, enabling you to profitably manage any IRA, of any balance or type.
Solutions That Help You Serve Every Investor.
With IRALOGIX, partners, clients, and all IRA investors, finally get access to a full and expansive range of investment strategies. That changes things. Institutional investments — for example — are historically only available in 401ks. IRALOGIX’s scale makes them, and their savings, available in voluntary rollovers and auto rollovers. That’s a benefit that works for everyone involved. And it’s not the only one.
What makes us different?
Institutional Fund Access
Pooled assets now give you access to lower fees and no sales charges, across all classes of IRA.
Professional Money Management
Voluntary Rollover
Move money from retirement plan to IRA without leaks.
Auto Rollover
Accounts keep earning even after the contributions end with a default vehicle that yields 10x more.
Workplace Plans
Investors can save for the future no matter how small the company is.
America’s fastest growing private companies
One of the World’s 100 most innovative companies
Forbes America’s Best Startup Employers
How to tell if we’re for you:
Chances are, we are. After all, this is an IRA platform designed to benefit everyone, from the advisors, to the decision-makers, to the tech teams. But specifically, here’s where we can really help:
If your tech isn’t keeping up with your business.
This is your instant upgrade to the most advanced IRA platform out there. And it’s virtually seamless.
If you have too many resources focused on unprofitable accounts.
This is more than back office made easy. It’s back office made almost invisible. Compliance, tracking, recording, all the administration, automated or simplified. Freeing you up to do what you do best.
If you want to retain the accounts but lose the upkeep.
This platform makes it a no brainer to keep and grow accounts of any size, because it consolidates and manages it all.
Technology That Scales Your IRA Business - Not Your Overhead.
Smart, intuitive technology And the efficiencies of aI, shrink Deployment Times.
Transparency, speed and more options mean Partner Satisfaction rises.
Efficiency and success mean Business Growth follows.
You’ve been in the business of “can’t” for too long. It’s time for “can”. With IRALOGIX you can optimize revenue by monetizing your IRA account base while offloading admin burdens. And you can grow your client base by converting lower-balance accounts and acquiring high value segments. You’re gaining what you want, and losing what stresses you out. It’s win, win.
It’s a platform. It’s also a launchpad.
This IRA platform is your secret weapon. It eliminates hassle, activates a whole new profit stream and includes access to Morningstar Retirement Manager. And it does it exactly how you’d want it to.
It’s easy.
Cloud-native tech automates the administration, saving time. And it seamlessly consolidates accounts into one, giving you more freedom to do what you do best, manage funds.
It’s customizable.
We are not in this for the name recognition. We’re in this to help you. You white label the platform, you get the credit.
It’s Configurable.
The platform is ours, but the experience is always yours. You configure the services to your unique needs and account types. Tell us what you want, we make it happen.
It’s smart.
We’re not just about supporting you, we can actively help your investors. Morningstar Retirement Manager’s portfolio analytics add a whole other level of smart to investor analysis. And you won’t find it anywhere else.
It’s scalable.
As your business expands, the platform grows along with you. Painlessly.
Have questions?
Let’s schedule a demo.
See the difference a truly automated, compliant, and scalable IRA platform can make for your institution. IRALOGIX helps you reduce manual work, enhance efficiency, and deliver a seamless investor experience.
We’re Here To Drive Real Retirement Change.
How? By making what was once only available to the few, available to as many people as possible. That means fully digital, customizable IRA solutions that work for everyone – from the smallest accounts to the largest institutions. Our cloud-native technology allows financial organizations to offer efficient, paperless IRAs under their own brand, without the complexity or the high costs. It’s a seamless, scalable, flexible platform that helps institutions grow, serve more clients, and stay competitive whatever the future holds.
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