IRALogix, a financial technology retirement provider, has partnered with Capitalize, a 401(k) rollover infrastructure provider, to integrate Capitalize’s API rollover into IRALogix’s platform.
Through the collaboration, advisors will be able to “capture and consolidate” retirement assets for their clients and assist them in deciding where their savings will be held and managed.
Additionally, advisors will be able to gain visibility into status updates on their clients’ diversified asset portfolios. The solution utilizes IRALOGIX’s API-driven infrastructure and Capitalize’s Embedded Rollover API.
Additionally, ownership of client relationships, assets, and revenue will be maintained by advisors through IRALOGIX’s SaaS model.
Recently, IRALogix teamed up with Radish Plan in an effort to support Radish’s expansion of financial solutions for employers and employees.
In February, Capitalize also partnered with TIAA Wealth Management to launch a new digital rollover experience designed to simplify how Americans consolidate retirement assets from former employers into TIAA IRAs.
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