iraLogix
iraLogix is a developer of an innovative IRA technology platform that aims to enhance the investment experience for financial organizations and their clients. By providing a paperless, end-to-end white-label solution, the company offers a diverse array of institutionally-priced investment products, catering to clients across various account sizes and types. iraLogix combines advanced technology with deep industry expertise, enabling financial institutions to improve their market share and accelerate growth. The platform also facilitates access to professional advice, educational resources, and a range of financial services, effectively reducing the administrative and servicing costs associated with managing investment accounts.
Integrated Retirement Initiatives
Acquisition in 2019
Integrated Retirement Initiatives, LLC specializes in retirement product design, consulting, training, and compliance solutions for financial institutions in the United States. Established in 2008 and headquartered in Baxter, Minnesota, the company focuses on aiding financial organizations in navigating the complexities of the retirement plan marketplace. Its services include providing written content and professional development programs that enhance clients' business performance and ensure regulatory compliance. By tailoring solutions to meet the specific needs of its clients, Integrated Retirement Initiatives supports the development and distribution of integrated retirement solutions. As of January 2019, the company operates as a subsidiary of iraLogix, LLC.
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