iraLogix Launches everyIRA Platform

“Our goal is nothing short of transforming the IRA landscape.” ~ David Bernard

iraLogix, LLC is pleased to announce the launch of its much anticipated everyIRA recordkeeping and technology platform for Individual Retirement Accounts (IRAs). The company’s unique technology makes it possible for wealth management, retirement, and financial services companies to cost-effectively support and seamlessly expand services to IRAs of all sizes.

With the everyIRA platform, clients may quickly deploy a custom solution alongside existing legacy technologies and operations without the need for systems development or additional staff. Clients will benefit from a uniquely modular and conflict-free technology and services capability that offers unparalleled flexibility in investment selection, advice, education, and custody options for IRA accounts of any type or size.

iraLogix’s everyIRA is an integrated solution that includes the leading custodial services from Broadridge’s Matrix Financial Solutions. everyIRA offers Broadridge’s custodial and financial services providers access to a seamless technology platform designed to integrate smoothly with any firm or organization in the IRA business, regardless of market segment or systems capability.

In announcing the launch, David Bernard, iraLogix CEO, said “Our goal is nothing short of transforming the IRA landscape. This means rethinking how we do everything for IRA servicing from paperless account set up to access to low-cost institutional investment options, and advice and retirement planning. Our approach makes it possible for service providers to help more people save for retirement while giving providers a true competitive edge to grow both market share and margins.”

“Working with…

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