ONE SYSTEM,
TOTAL CONTROL.

ONE
SYSTEM,

TOTAL
CONTROL.

ONE
SYSTEM,

TOTAL
CONTROL.

ONE
SYSTEM,
TOTAL
CONTROL.

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SINCE 2019, STAX·AI HAS PARTNERED WITH TPAs TO DRIVE EFFICIENCY, ACCURACY, AND SAVINGS—DELIVERING A REHUMANIZED APPROACH TO RETIREMENT PLAN ADMINISTRATION.

OUR ACTIVE LISTENING, LEARNING, AND EXPLORATION HAVE LED TO OUR GREATEST FEAT YET: A FIRST-OF-ITS-KIND, ALL-IN-ONE SOLUTION DESIGNED TO ELEVATE TPA PERFORMANCE AND STREAMLINE OPERATIONS.

A FULLY INTEGRATED CX PLATFORM THAT'S YOUR ENTIRE TECHNOLOGY STACK IN ONE PLACE.

EMBRACE THE FUTURE
OF EFFICIENCY

EMBRACE
THE FUTURE
OF EFFICIENCY

EMBRACE
THE FUTURE
OF EFFICIENCY

EMBRACE
THE FUTURE
OF EFFICIENCY

Client Portal

Modern custom-branded client portal UI for payroll connection management, plan contact access, and task management.

Inbox

Upgrade your Outlook or Gmail account with TPA-centric smart replies, email thread summaries, project tasks, updates, and more.

Payroll

Payroll integrations with 200+ providers for automated census management and AI payroll report scraping for unsupported providers.

To-do

AI-powered workflow automation and project management to let your team focus on what matters most.

Dashboard

Customizable reporting and dashboards on all data.

CRM

Smart CRM with automated email linking, message summaries, and pulse reporting. Easily manage 401(k) provisions, participant cards, and stay on top of tasks with inbox summaries and automated responses.

Payroll

Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.

Inbox

Client portal

to-do

Dashboard

CRM

Payroll

Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.

Inbox

Client
portal

to-do

Dashboard

CRM

Payroll

Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.

Inbox

Client
portal

to-do

Dashboard

CRM

Payroll

Seamlessly integrate with over 200 payroll providers to automate data imports and reporting.

Inbox

Client
portal

to-do

Dashboard

CRM

ELEVATE TPA PERFORMANCE AND STREAMLINE OPERATIONS WITH A FIRST-OF-ITS-KIND, ALL-IN-ONE SOLUTION FOR TPA OPERATIONS.

Explore the cx

Explore
the cx

experience
the cx

Explore
the cx

Join a Deminar

Join a Deminar

Join a Deminar

Start a Walkthrough

Start a Walkthrough

NOT TO BE OUTDONE, OUR LEGACY SOLUTION CONTINUES TO HELP TPAs OF ALL SIZES AUTOMATE BROKERAGE STATEMENT UPLOADS FOR IMMEDIATE SORTING, RENAMING, AND PRECISE FILING INTO CLIENT FOLDERS—ALL ALIGNED WITH THEIR NAMING CONVENTIONS

Explore
trust accounting

IN ALL, STAX·AI IS STEADFASTLY COMMITTED TO FUTURE-PROOFING RETIREMENT PLAN ADMINISTRATION AND IS TRUSTED BY TPAs ACROSS EVERY REGION OF THE U.S., CONSISTENTLY DELIVERING RELIABILITY AND RESULTS YOU CAN COUNT ON.

FEATURED

Copyright © 2019-2024 Stax.ai, Inc.

All rights reserved.

Copyright © 2019-2024 Stax.ai, Inc.

All rights reserved.

Copyright © 2019-2024 Stax.ai, Inc.

All rights reserved.

Copyright © 2019-2024 Stax.ai, Inc.

All rights reserved.