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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...
What is 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, custom reporting, and a branded client portal.
Product typeOperations Planning
Pricing · Enterprise Custom
Deployment
APINot available
What teams use Client Experience (CX) for
Automating census collection and payroll data processing
3(16) payroll processing and compliance automation
Trust reconciliation with AI-driven brokerage statement processing
Client onboarding and deal flow automation
Email management and task creation via AI-powered Smart Inbox
Secure file sharing with plan sponsors via branded client portal
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
ERISA
DOL regulations
:{
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
