iralogix
Iralogix provides white-labeled, cloud-native IRA solutions for the wealth management industry, enabling clients to capture 100% of IRAs profitably and address every market segment.
Services
iralogix provides white-labeled technology solutions for the wealth management industry, focusing on IRAs. The company's offerings include Traditional and Roth IRAs, Automatic IRA Rollovers/Safe Harbor IRAs, Voluntary Rollovers, Small Balance IRAs, SEP and SIMPLE IRA Plans, and Payroll Deduction Workplace IRA Plans. They help clients scale their operations without requiring additional investment in technology or personnel. The firm also implements IRA programs seamlessly under the client's brand, offering a Software as a Service (SaaS) platform that is cloud-native and easy to integrate.
Products
iralogix offers a variety of IRA solutions designed to help wealth management firms capture 100% of IRA profits. Their solutions include a proprietary cloud-native recordkeeping platform that integrates with existing systems, enabling a true paperless workflow. Their product suite is tailored to address every market segment with institutional share class investments, helping clients reduce costs and grow their IRA business efficiently. The company also offers a specialized IRA solution developed for a national RIA firm and an innovative IRA program for a large affinity group, among others.
Mission and Vision
iralogix aims to make retirement saving accessible for all future investors. Their mission centers on eliminating the balance barrier to retirement savings, thereby enabling clients to offer IRA solutions to investors of any size. By providing a scalable and profitable model for capturing IRAs, iralogix focuses on simplifying retirement savings and making these savings accessible to a broader audience. The company's innovative technology and deep understanding of the legislative and regulatory aspects further empower clients to expand their services and retain assets.
Recognition and Accomplishments
iralogix has garnered significant recognition for its innovative solutions in wealth management technology. The firm was named one of the WealthTech 100 companies for 2024 by FinTech Global, highlighting its contributions to the sector. Their achievements include the successful implementation of an IRA solution for a national 401(k) recordkeeper, the development of a branded IRA solution for a national RIA firm, and the creation of an innovative IRA program for a large affinity group. These projects illustrate iralogix's capability to deliver customized and effective IRA solutions.
Headquarters and Contact Information
iralogix is headquartered at Nova Tower One, 1 Allegheny Square, Suite 403, Pittsburgh, PA 15212. The company's mailing address is P.O. Box 6220, Pittsburgh, PA 15212. This location serves as the hub for their operations, where they develop and manage their cutting-edge technology solutions for the wealth management industry. Clients and partners can reach out to iralogix at this address for any inquiries or additional information regarding their services and products.