Audience
Financial institutions, wealth management firms, and retirement plan sponsors that need a platform to administer, scale, and differentiate their retirement offerings
About IRALOGIX
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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Integrations
No integrations listed.
Company Information
IRALOGIX
United States
iralogix.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
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