TAINA

TAINA

TAINA Technology
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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.

About

Delivering the highest return on investment and fastest and easiest deployment, our industry leading platform is revolutionizing the way businesses perform their tax operations and manage their FATCA and CRS compliance. Looking for a scalable and reliable tax compliance solution that meets your needs now and into the future, that can easily be integrated into your current systems and processes? See how our fully automated FATCA and CRS platform is providing value to businesses of all sizes. Demonstrate compliance whilst reducing your costs and risk with a scalable, fully automated online customer portal and tax operations validation portal that can be easily integrated into your current systems. Grow your user base and deliver a superior investor experience whilst reducing your costs and risk with our online customer and investor portal’s fully automated customer onboarding process.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Financial institutions in need of an automated validation engine solution to calculate tax and validate forms

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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:

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

IRALOGIX
United States
iralogix.com

Company Information

TAINA Technology
Founded: 2016
United Kingdom
www.taina.tech/

Alternatives

Alternatives

WebVision

WebVision

Imagineer Technology Group
Deep Pool

Deep Pool

Deep Pool Financial Solutions
Fidelity

Fidelity

Fidelity Investments
ICS BANKS

ICS BANKS

ICS Financial Systems
TRAK

TRAK

RetireReady

Categories

Financial Services Supported

Categories

Compliance Supported
Financial Services Supported

Integrations

No info available.

Integrations

No info available.
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