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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Our innovative technology is specifically designed for the pension sector, emphasizing a digital-first approach that simplifies pension administration for employers. Furthermore, our app enables members to effortlessly oversee their pension savings whenever they choose, with just a simple tap. We are committed to investing members' pension funds to ensure robust returns while actively addressing climate change to foster a healthier society and planet. Our goal is to achieve net-zero emissions by 2040, along with a 50% reduction in emissions by 2025. To safeguard members' pension savings, we implement strong governance practices, complemented by oversight from independent trustees. Recognizing that financial needs vary for each individual during retirement and can evolve over time, we have developed Smart Retire to adapt to these changing requirements. Our commitment to a user-friendly, tech-driven solution ensures that both employers and members can navigate their pension needs efficiently and effectively. The combination of our strategic investments and advanced technology places us at the forefront of the industry, dedicated to both financial growth and social responsibility.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Pento No 
Seers AI No 

Integrations

Pento Yes 
Seers AI Yes 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

IRALOGIX

Country

United States

Website

iralogix.com

Vendor Details

Company Name

Smart Pensions

Country

United States

Website

www.autoenrolment.co.uk

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

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers Yes 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management Yes 
Retiree Administration No 
Retirement Plan Management No 

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