iraLogix
Curated by SignalWealth management software suite streamlining IRA access for investors.
Overview
iraLogix is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets investors who may not have access to traditional wealth management services, as well as national 401(k) recordkeepers and registered investment advisor (RIA) firms. iraLogix provides white-labeled technology solutions intended to streamline IRA program offerings. The software is designed to assist clients in managing administrative tasks and ensuring compliance, allowing them to concentrate on client engagement and market growth, while addressing the challenges associated with accessing individual retirement accounts.
Key facts
- Founded
- 2015
- Headquarters
- Doral, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
25 rolesSr Cloud Platform Engineer
Charlotte, NC · On-site · Volunteer
Sr Cloud Platform Engineer
Pittsburgh, PA · On-site · Volunteer
Client Success Specialist
United States · On-site · Volunteer
