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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

Product Features

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