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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.

TODAY

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COST REDUCED

years of labor saved

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pages processed

$0.0M

COST REDUCED

years of labor saved

pages processed

$0.0M

COST REDUCED

years of labor saved

pages processed

$0.0M

COST REDUCED

years of labor saved

pages processed

$0.0M

COST REDUCED

years of labor saved

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

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.

TRUSTED BY LEADING TPAs

TRUSTED BY
LEADING TPAs

LOOKING FORWARD: SHARED VALUE

As Stax•ai evolves and expands, we remain committed to establishing and nurturing relationships with partners who share our vision for freeing TPAs from thankless undertakings.