Related Products
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About
A Self-Directed IRA, sometimes referred to as an “Alternative IRA”, “Self-Managed IRA,” or an “SDIRA”, is a retirement platform that allows the investor to diversify his or her savings beyond Wall Street, into real assets like real estate, private placements, and more. With the addition of a checkbook control feature, you gain the flexibility and freedom to invest your own wealth, in real-time, with no extra paperwork and no transaction fees. If you’re ready to diversify your savings out of volatile Wall Street stocks, bonds, and mutual funds, and you’re interested in driving your own retirement account, this is the account for you. You can diversify your retirement savings into numerous options beyond Wall Street, including real estate, private placements, and more. A stock market crash won’t decimate your retirement savings if you truly diversify and invest your money in more than one place.
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About
IRALOGIX is a cloud-native, fully digital, white-labeled IRA (Individual Retirement Account) management platform designed to help financial institutions, wealth managers, advisors, and workplace retirement partners modernize, automate, and scale their retirement-related services. It streamlines complex IRA administration by automating tasks like account setup, trading, ongoing maintenance, compliance, and data handling, reducing manual work and operational risk while enabling consistent governance and oversight at scale. It provides institutional-quality investment access for all IRA types regardless of account size, integrates with professional money-management tools such as Morningstar Retirement Manager for personalized portfolio services, and supports features like voluntary and auto rollovers to retain assets and enhance investor engagement.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors searching for a retirement platform to diversify their savings and increase their investment opportunities
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Audience
Financial institutions, wealth management firms, and retirement plan sponsors that need a platform to administer, scale, and differentiate their retirement offerings
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBroad Financial
United States
www.broadfinancial.com/self-directed-ira/
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Company InformationIRALOGIX
United States
iralogix.com
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Alternatives |
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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