FidelityFidelity Investments
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Related Products
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About
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.
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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
Businesses searching for an Online Broker and Trading platform
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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 InformationFidelity Investments
Founded: 1946
United States
www.fidelity.com
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Company InformationIRALOGIX
United States
iralogix.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
APS Payroll
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Fintech Sandbox
Kinfo
Medved Trader
Nitrogen
Option Alpha
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Integrations
APS Payroll
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Fintech Sandbox
Kinfo
Medved Trader
Nitrogen
Option Alpha
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