TAILORED
FOR TPAs.
ENGINEERED FOR
PRODUCTIVITY.

TAILORED
FOR TPAs.
ENGINEERED
FOR

PRODUCTIVITY.

TAILORED
FOR TPAs.
ENGINEERED FOR
PRODUCTIVITY.

TAILORED
FOR TPAs.
ENGINEERED
FOR

PRODUCTIVITY.

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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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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.

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

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.

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.