Leave no IRA behind.

Together, we can do it.

The iraLogix Difference

iraLogix brings innovation, advanced technology and deep industry experience to help you grow your business. Our unique technology-driven cost structure enables our partners to accelerate growth and market share while reducing internal administration and servicing costs associated with accounts of all sizes.

Change Creates Opportunity

Industry change is all around us. Dynamic market and regulatory conditions create challenges for service providers both large and small. iraLogix can help you overcome these challenges by creating cost efficient, highly scalable offerings that compliment your existing retirement services and put your company in a more competitive position to drive growth and market share in this new business environment.

Issues Causing States to Act

Today, about 50% of all U.S. workers lack access to a retirement plan through their employer.

As several State Governments enact legislation requiring employers to offer IRA based retirement programs to their employees, and the Department of Labor moves toward full enforcement of their new fiduciary regulations, the need for more cost efficient technology becomes critical to providing quality service to account holders of all sizes.

25+ States are enacting or considering mandates

Our Approach



We work closely with our Partners to offer cost effective, customized IRA services that reduce costs, increase revenue and expand their range of service options for accounts of all sizes.

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We believe in supporting your culture, your market focus and doing it in a way that provides your clients with easy to use, institutionally priced, IRA solutions that make sense. Our flexible technology capability provides access to a wide range of investments, advice and service options of your choice.

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We are committed to being independent of any conflict of interest and we believe that everything we do should be in the best interest of our partners' continued growth and success.

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Our Technology

Our unique technology driven cost structure enables our partners to accelerate growth and market share while reducing internal administration and servicing costs associated with accounts of all sizes.

 

We complement your world

Easy to implement API technology solutions designed to complement existing systems architecture, with little to no additional IT costs

Cost effective growth

Modular, scalable and fully customizable to your needs

Efficiency is just the start

A true paperless workflow and our deep compliance and regulatory oversight capabilities simplify the experience for you and your clients

 

More on Our Technology

 

How We Help

At iraLogix, we understand that true Partnership requires an unwavering commitment to providing solutions that help you grow your business. Our culture is built on integrity, with over 100 years of combined real world executive leadership experience, and a desire to change the IRA industry for everyone.

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