StaxAi

[AmyETPA]

Considering a switch from Pension Pro to StaxAi.  Anyone on here completed that transition and what are your reviews?  Concerns or considerations?

[Miles Leech]

I've been eyeing Stax for a while. What does it do? I've never had a chance to use Pension Pro; what modules / function does Stax serve that would replace Pension Pro?

[ratherbereading]

We are currently using both. 

[AmyETPA]

@Miles Leech The demos we have range from the full onboarding suite with document review/comparison, completion of recordkeeper forms, to their CRM/Admin piece that has the client portal, imports your census data, scrubs, pulls mid-year comps from our payroll link and imports data directly to FTW for us to complete our testing.  They also have a asset reconciliation piece that we did not yet see a demo.  It looks really great and would provide several efficiencies but trying to confirm that it works as demoed as it's really expensive.

[Gadgetfreak]

Amy: How does their pricing compare to PP?

[dmdavala]

I would suggest using Stax for a full valuation cycle on a segment of your plans to see how it works before committing.  

[austin3515]

That sounds fabulous but it seems to me there must be so many nuances to that process.  And is "importing data" really that big of a time saver?  So intriguing to hear what people are finding with this.  I feel like the clients I am involved in all have some unique thing though.