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STAX•AI IS A REVOLUTIONARY SOLUTION THAT EMPOWERS TPAs TO STREAMLINE THEIR OPERATIONS AND ACHIEVE UNPARALLELED PRODUCTIVITY.
STAX•AI IS A REVOLUTIONARY SOLUTION THAT EMPOWERS TPAs TO STREAMLINE THEIR OPERATIONS AND
ACHIEVE UNPARALLELED PRODUCTIVITY.
STAX•AI IS A REVOLUTIONARY SOLUTION THAT EMPOWERS TPAs TO STREAMLINE THEIR OPERATIONS AND
ACHIEVE UNPARALLELED PRODUCTIVITY.
TODAY
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COST REDUCED
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years of labor saved
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$0.0M
COST REDUCED
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years of labor saved
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$0.0M
COST REDUCED
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Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
TRUST
ACCOUNTING
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
TRUST
ACCOUNTING
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
TRUST
ACCOUNTING
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
TRUST ACCOUNTING
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
ROI CALCULATOR
THE VALUE ADDED:
AUTOMATE, OPTIMIZE
& SCALE
THE VALUE ADDED:
AUTOMATE, OPTIMIZE
& SCALE
THE VALUE ADDED:
AUTOMATE, OPTIMIZE
& SCALE
TPAs play a vital role in the administration of brokerage statements. They are responsible for managing the filing, recording, reconciliation, and consolidation of statements for their clients across months, quarters, or years.
Nonetheless, the manual handling of these statements, particularly physical mail, presents inherent challenges, such as time consumption, potential errors, and monotonous tasks.
FEATURED
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Join the TPA Revolution
accounting asssistant/support
We are seeking a meticulous and analytical Accounting Assistant/Support to join our team. This entry-level role is ideal for individuals passionate about finance and technology, eager to contribute to the automation of trust accounting for retirement plans.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team. The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with. This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.
Learn More
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
Join the TPA Revolution
accounting asssistant/
supportWe are seeking a meticulous and analytical Accounting Assistant/ Support to join our team.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team.
Learn More
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
Join the TPA Revolution
accounting asssistant/
supportWe are seeking a meticulous and analytical Accounting Assistant/ Support to join our team.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team.
Learn More
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
Join the TPA Revolution
accounting asssistant/
supportWe are seeking a meticulous and analytical Accounting Assistant/ Support to join our team.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team.
Learn More
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
Join the TPA Revolution
accounting asssistant/
supportWe are seeking a meticulous and analytical Accounting Assistant/ Support to join our team.
Learn More
Join the TPA Revolution
Customer Success Representative
We are looking for a customer success manager to join the team, own long term customer relationships and help grow the customer success team.
Learn More