IRA Financial Trust Description
With a self-directed approach, you have the flexibility to invest in virtually anything, and the earnings from those investments remain untaxed. At IRA Financial, our dedicated tax and ERISA experts will assist you in setting up a self-directed retirement account, ensuring ongoing compliance. We strive to make the process of investing your retirement funds in alternative assets more straightforward. By opening an account through our app, you can start investing with a straightforward, flat fee. The app also features a supplemental forms section, allowing clients to electronically sign documents for common account transactions, eliminating the need for physical signatures or paperwork. This section is set to expand with future updates of the app. IRA Financial is committed to enhancing your investment experience while helping you grow your retirement savings effortlessly. So take the first step today and embrace a new way of managing your retirement investments.
IRA Financial Trust Alternatives
NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Asym Capital
Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.
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AlternativeSoft
Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv.
Users can quickly:
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- Define your funds' investible universe with powerful screening solutions
- Track and analyse fund exposures
- Construct, optimise and manage portfolios
- Perform due diligence on hedge funds
- Reporting on funds with powerBI or Excel API
- 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best
With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.
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BitIRA
Each asset class presents its own unique benefits. To effectively meet your financial goals and enhance your wealth, it is crucial to comprehend these benefits and strategically distribute your investments among various asset classes that align with your individual circumstances. Digital currencies represent a groundbreaking asset class, delivering a set of advantages that were once unavailable through a single investment vehicle. Additionally, innovative Digital IRAs (a form of self-directed IRA) now enable Americans to incorporate digital currencies into their retirement portfolio, introducing an entirely new layer of advantages. You are no longer confined to the limited investment options typically found in standard IRAs and 401(k)s, like stocks, bonds, and mutual funds. With a Digital IRA, you can significantly diversify your retirement savings, tapping into the vast growth potential that digital currencies offer while enhancing your financial strategy. This evolution in retirement investment opens up exciting opportunities for those willing to embrace this modern asset class.
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Integrations
Company Details
Company:
IRA Financial Trust
Year Founded:
2010
Headquarters:
United States
Website:
www.irafinancialtrust.com/investments/
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Types of Training
Training Videos
Customer Support
Business Hours
Online Support
IRA Financial Trust Features and Options
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