IN THE MEDIA
Structuring IRA Fees for Profitability and Competitiveness
IRALOGIX provides the tools and insights needed to streamline your IRA program costs and create a fee structure that enables your institution to remain competitive and responsive to client needs. The fee structure for a financial institution’s IRA program plays a significant role in meeting both rev...
Innovative IRA Programs: Meet the Diverse Needs of Investors
IRAs have long served as essential tools to help reach retirement goals. However, as savers’ needs become more diverse and complex, legacy IRA programs could fall short. By leveraging advanced technology, IRALOGIX helps financial institutions deliver IRA programs that not only help meet the ev...
Enhance Customer Retention with Strategic IRA Offerings
The financial services industry is fiercely competitive, which means customer retention isn’t just desirable—it’s essential. With IRALOGIX’s cloud-native solutions, institutions can offer strategic IRA features that transform simple transactions into long-term relationships, allowing clients to enga...
Seize IRA Rollover Opportunities
Advances in technology and innovative IRA solutions, such as those offered by IRALOGIX, provide financial advisors with a significant opportunity: help more clients simplify and optimize their retirement portfolios with IRA rollovers. IRALOGIX’s proprietary, cloud-native solution makes consoli...
Rules for Rollover Recommendations
Determining when an investment professional is subject to a fiduciary standard of care for making a rollover recommendation to a retirement saver is challenging. Multiple agencies’ overlapping compliance requirements and fiduciary definitions complicate this determination. And the Department of Labo...
IRALOGIX Taps Keith Haas for CFO Role
[25-year Finance Executive of High-Growth Private and Public Tech Companies] Pittsburgh, PA, September 10, 2024 – IRALOGIX, a leading retirement industry fintech provider, today announced the appointment of Keith Haas as Chief Financial Officer. Haas assumed his new position September 3 and reports ...