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Trust Accounting

Accounting and bookkeeping · by Stax.ai

Trust accounting product for TPAs, listed alongside Client Experience as a distinct product in site navigation.

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What it does

Trust accounting product for TPAs, listed alongside Client Experience as a distinct product in site navigation.

  • 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
Accounting and bookkeeping
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

Pricing isn't published

Stax.ai doesn't list prices publicly. Ask them for a quote.

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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