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Average Ratings 0 Ratings
Description
Equiniti Retirement Solutions delivers a wide array of advanced software and platform solutions aimed at revolutionizing pension administration through cutting-edge innovation and digital transformation. Boasting a remarkable legacy of over 187 years in the retail and workplace wealth, life, and pension sectors, EQ focuses on providing future-ready technology that seeks to lower ongoing expenses, enhance efficiency via process automation, and mitigate regulatory risks. Their unique administration platform, Compendia, guarantees a smooth user experience with features including automated benefit calculations, effective document management, and self-service portals for members. For Local Government Pension Schemes (LGPS), EQ's specialized Compendia LGPS caters to the distinct requirements of public sector pension administration, incorporating workflow automation, online member services, and real-time management insights. Furthermore, EQ also presents strong data solutions aimed at alleviating the dangers linked to inadequate pension scheme data, ensuring greater reliability and accuracy in pension management. This comprehensive approach underscores EQ's commitment to enhancing the overall efficiency and effectiveness of pension administration for its clients.
Description
IRALOGIX presents a comprehensive, cloud-based platform for managing Individual Retirement Accounts (IRAs) that is fully digital and customizable, aimed at assisting financial institutions, wealth managers, advisors, and workplace retirement partners in enhancing, automating, and expanding their retirement service offerings. This innovative solution simplifies the intricate process of IRA administration by automating essential tasks such as account creation, trading, continuous maintenance, compliance, and data management, which minimizes manual labor and operational risks while ensuring systematic governance and oversight on a larger scale. Furthermore, it offers high-quality investment opportunities for all types of IRAs, independent of account balances, and seamlessly integrates with advanced money management tools like Morningstar Retirement Manager to provide tailored portfolio services. Additionally, the platform includes functionalities like voluntary and automatic rollovers, which not only help in asset retention but also foster greater engagement from investors looking to maximize their retirement potential.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Equiniti
Country
United Kingdom
Website
equiniti.com/uk/services/retirement-solutions/software-platform-solutions/
Vendor Details
Company Name
IRALOGIX
Country
United States
Website
iralogix.com
Product Features
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management