Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Streamline your workforce and IT resources using a comprehensive workplace platform designed for optimal management. Oversee the physical and operational health of your IT environment while monitoring devices throughout their lifecycle, from acquisition to retirement. Enhance visibility and accountability of hardware through regular audits, while minimizing downtime with proactive maintenance strategies. Identify hardware that is underutilized to decrease overall ownership costs effectively. Automate the management of software licenses to ensure compliance and efficient use. Facilitate complete remote management of your educational institution, enabling online classes, examinations, and team assignments through video calls, messaging, and chatrooms. Integrate workforce management with accounting and payroll systems for seamless operations. Implement customizable user roles for enhanced accessibility control, and benefit from powerful, configurable reporting features to support informed decision-making. Additionally, the platform's user-friendly interface ensures that all users can easily navigate and utilize its extensive capabilities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

IRALOGIX

Country

United States

Website

iralogix.com

Vendor Details

Company Name

RemoteWorkShip

Country

United States

Website

www.remoteworkship.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

IT Asset Management

Asset Tracking No 
Audit Management No 
Compliance Management No 
Configuration Management No 
Contract/License Management No 
Cost Tracking No 
Depreciation Management No 
IT Service Management No 
Inventory Management No 
Maintenance Management No 
Procurement Management No 
Requisition Management No 
Supplier Management No 

Alternatives

Alternatives

Fidelity Reviews

Fidelity

Fidelity Investments
AssetIT Reviews

AssetIT

DevSamurai