Stax.ai

AI retirement plan administration software for Third-Party Administrators (TPAs), automating census, compliance, payroll integration, and client experience workflows.

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Founded: Not disclosed
Headquarters: Not disclosed
Company size: Not disclosed
Products tracked: 2

Products by Stax.ai

2 products

Client Experience (CX)All-in-one client experience and plan administration platform for retirement TPAs, combining email automations, project management, CRM, payroll integration, secure file storage...0.00 reviewsOperations Planning

Trust AccountingTrust accounting product for TPAs, listed alongside Client Experience as a distinct product in site navigation.0.00 reviewsAccounting & Bookkeeping

Pricing for Stax.ai

Enterprise Custom

This is the broad commercial model reported for Stax.ai. Product-level terms are listed below when available.

Pricing model: Enterprise Custom

Trust profile

Security and compliance

SOC 2 Type II

ERISA

DOL regulations