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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Heywood Engage provides a user-friendly online portal tailored for pension scheme members, allowing them secure and effortless access to essential retirement information. This platform clearly presents details on retirement status, estimated income, and personal goals, effectively transforming intricate pension data into a relatable narrative. It incorporates various planning tools to assist users in their retirement preparations, utilizes straightforward language and effective storytelling methods to minimize support inquiries, and offers analytics on member engagement. Enhanced security measures such as electronic identity verification, SMS-based multi-factor authentication, and adherence to accessibility standards (WCAG 2.1 Level AA/ADA) ensure that all individuals can participate. The design prioritizes user experience, featuring intuitive navigation, personalized communication that empowers users to make informed choices, and a reduction in the administrative load for plan providers by decreasing incoming queries and automating member-related tasks. Ultimately, the platform not only facilitates engagement but also fosters a greater sense of confidence among users regarding their retirement planning.

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

Screenshots View All

Screenshots View All

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

Heywood

Founded

1975

Country

United Kingdom

Website

heywood.com/us/products/member-engagement/heywood-engage

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

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