The wealth management industry is evolving.
Partner with us, Lead the change.
The wealth management industry revolution is here. Investors expect intuitive financial technology and personalization without the complication of account minimums. IRALOGIX’s white-labeled technology is today’s leading cloud native IRA solution, enabling the wealth management industry to capture 100% of IRAs profitably.
OUR MISSION
Removing the balance barrier
Our mission is to make retirement saving possible for all future investors, regardless of access to employer-sponsored retirement savings plans, net worth, or investment experience. IRALOGIX enables our clients to say “yes” to any size IRA and address every segment of the market with institutional share class investments versus retail share classes.
Our Software as a Service (SaaS) technology platform liberates your IRA business from the inflexibility and high cost of yesterday’s legacy tech.
EASY-TO-IMPLEMENT SOLUTIONS
Offer an IRA program under your brand that allows you to scale in new ways without increasing your investment in technology or personnel.
Through proprietary, ground-up technology, we are changing the wealth management industry’s landscape and empowering client companies to provide broader access to the best wealth management services possible, while significantly increasing efficiency, profitability, and competitiveness.
GROW YOUR
WEALTH BUSINESS
Who is the client of tomorrow?
IRALOGIX enables investors below your wealth management target size to become tomorrow’s key client. Expand your market reach to provide an institutional IRA solution with no minimum. Retain IRA product ownership, accounts, and investments while outsourcing total account administration. We help you stay focused on your core business while growing the business of tomorrow.
LEVERAGING TECHNOLOGY
AND LOWER COST
Legislative and regulatory conditions, such as SECURE 2.0, can create technological and financial challenges for service providers, but they also present unique opportunities to grow your business with IRAs. Our technology allows you to tap into all the fast-growing areas of the IRA market. Differentiate yourself and gain a competitive advantage in the industry with IRALOGIX technology.
- Traditional and Roth IRAs
- Automatic IRA Rollovers/Safe Harbor IRAs
- Voluntary Rollovers
- Small Balance IRAs
- SEP and SIMPLE IRA Plans, including Roth solutions
- Payroll Deduction Workplace IRA Plans.
INCREASE REVENUE
AND LOWER COST
IRALOGIX helps you reduce costs and grow your IRA business—profitably. You retain account ownership, AUM, opportunities to generate additional revenue, and offload the administrative, cost, and compliance overhead to us.
We integrate our technology solutions with our deep understanding of the legislative and regulatory environment to reduce our clients’ administrative burden and help them maintain compliance.
We integrate our technology solutions with our deep understanding of the legislative and regulatory environment to reduce our clients’ administrative burden and help them maintain compliance.
How We Help Our Clients
Recent Partnerships
IRA Rollover Product for a National 401(k) Recordkeeper
Implemented an IRA solution to help a large recordkeeper expand its services, retain assets, and solve for administrative/operational issues for its plan sponsor clients.
Equipped a National RIA Firm with Its Own Branded IRA Product
Developed a branded IRA solution, leveraging the investment and retirement plan expertise of the RIA and its consultants to deepen relationships with plan sponsors and plan participants, and further differentiate the RIA’s retirement plan services.
Branded IRA for a Large Affinity Group
Created an innovative IRA solution for a large successful trade organization to help its members and their families save for retirement while expanding benefits to attract new members.
