Fidelity

Fidelity

Fidelity Investments
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for an Online Broker and Trading platform

Audience

Financial institutions, wealth management firms, and retirement plan sponsors that need a platform to administer, scale, and differentiate their retirement offerings

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.0 / 5
design 4.3 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fidelity Investments
Founded: 1946
United States
www.fidelity.com

Company Information

IRALOGIX
United States
iralogix.com

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TRAK

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RetireReady

Categories

Categories

Integrations

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Integrations

APS Payroll
Coin Metrics
Crypto Backoffice
Diversiview
Dividend.watch
Fintech Sandbox
Kinfo
Medved Trader
Nitrogen
Option Alpha
ProTracker Advantage
ProTracker RMD
Provisian
RightCapital
Riskalyze
Surmount AI
Taiki
The Dividend Tracker
TradingDiary Pro
isolved
Claim Fidelity and update features and information
Claim Fidelity and update features and information
Claim IRALOGIX and update features and information
Claim IRALOGIX and update features and information