Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
IRALOGIX presents a comprehensive, cloud-based platform for managing Individual Retirement Accounts (IRAs) that is fully digital and customizable, aimed at assisting financial institutions, wealth managers, advisors, and workplace retirement partners in enhancing, automating, and expanding their retirement service offerings. This innovative solution simplifies the intricate process of IRA administration by automating essential tasks such as account creation, trading, continuous maintenance, compliance, and data management, which minimizes manual labor and operational risks while ensuring systematic governance and oversight on a larger scale. Furthermore, it offers high-quality investment opportunities for all types of IRAs, independent of account balances, and seamlessly integrates with advanced money management tools like Morningstar Retirement Manager to provide tailored portfolio services. Additionally, the platform includes functionalities like voluntary and automatic rollovers, which not only help in asset retention but also foster greater engagement from investors looking to maximize their retirement potential.
Description
The Milliman Actuarial Retirement Calculator (MARC) serves as an all-encompassing system for pension administration, aimed at ensuring precise and efficient oversight of defined benefit plans. Established in 1991 by a skilled team of Milliman actuaries, retirement plan consultants, web developers, and IT experts, MARC provides a solid framework for calculating pension benefits and maintaining essential administrative data. Its adaptable design accommodates a variety of plan types and enables fully customizable calculations, reports, forms, data management, web interfaces, and workflow systems. By fostering participant involvement, MARC features an intuitive website that empowers employees to access personal information, utilize self-service options like adding beneficiaries, manage forms and documents, communicate with plan sponsors, generate pension estimates, and perform comprehensive retirement modeling. Overall, MARC not only streamlines pension management but also enhances the overall retirement planning experience for participants.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
IRALOGIX
Country
United States
Website
iralogix.com
Vendor Details
Company Name
Milliman
Founded
1947
Country
United States
Website
us.milliman.com/en/products/marc
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No