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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.
STAX•AI IS A REVOLUTIONARY SOLUTION THAT EMPOWERS TPAs TO STREAMLINE THEIR OPERATIONS AND
ACHIEVE UNPARALLELED PRODUCTIVITY.
TODAY
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Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
Upload brokerage statements for automatic sorting, renaming, and precise filing into the respective client folders, all aligned with your existing naming conventions.
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.
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
THE VALUE ADDED:
AUTOMATE, OPTIMIZE
& SCALE
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
TRUSTED BY
LEADING TPAs
FEATURED
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Leads are for closers
By King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
leads are
for closersBy King Kenney
Through a lens of acclaimed theatricality, King Kenney explores the value of high-quality leads in sales—stressing the critical importance of transforming prospects into lasting partners in today's digital marketplace.
What Makes a TPA great: how technology is leveling the playing field
By Ilene Ferenczy
Explore how technology is transforming retirement plan administration, challenging the "bigger is better" myth, and showing how innovation enables TPAs of all sizes to excel.
Sausage is delicious
Fred Bloodgood & King Kenney
King Kenney sits down with the wisest rhino and revered TPA know-it-all, Fred Bloodgood, to discuss the mindset of TPAs, the consolidating TPA landscape, technology’s role in all things, and… sausage.
LOOKING FORWARD: SHARED VALUE
LOOKING FORWARD: SHARED VALUE
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.
