Iralogix

Tagline Brand's website · 2026-10-04

Purpose-built, proprietary cloud-native IRA platform that profitably manages any IRA balance/type; provides institutional fund access for all IRA classes; white-labeling and high configurability; seamless integration with Morningstar Retirement Manager; focus on automation and efficiency to reduce administrative burdens and scale business.

Description Brand's website · 2026-10-04

IRALOGIX offers a proprietary, cloud-native platform designed to modernize, optimize, and scale IRA businesses for financial organizations. It enables the profitable management of any IRA type or balance, providing access to a full range of investment strategies, including institutional investments, through a white-labeled, customizable, and scalable solution. The platform automates administrative tasks and integrates with Morningstar Retirement Manager for enhanced investor analysis.

Core capabilities Brand's website · 2026-10-04

• Proprietary cloud-native IRA platform; solutions for institutional fund access
• professional money management (via Morningstar integration)
• voluntary rollovers
• auto rollovers
• and workplace plans.

Pricing Brand's website · 2026-10-04

Not explicitly stated; likely a B2B platform subscription or service fee model given the target market.

Target industry Brand's website · 2026-10-04

Financial organizations, advisors, decision-makers, tech teams, institutions looking to modernize, optimize, and scale their IRA business; serves all investor types from small accounts to large institutions.

Competitors Brand's website · 2026-10-04

• Vestwell
• Ascensus
• Orion Advisor Solutions