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Client Experience (CX)

Operations planning · by Stax.ai

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.

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Where it ranks

Current edition · updated Oct 20, 2026

What it does

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.

  • 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
Category
Operations planning
Users
Third-Party Administrators (TPAs) managing retirement plans, TPA firms of all sizes from 100 to over 10,000 plans
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • EnterpriseCustom
    • Quoted by their sales team

Prices as published by Stax.ai, checked Oct 2026.

Security and compliance

As reported by Stax.ai. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • ERISACompliant
  • DOL regulationsCompliant
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