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Posted

IraLogix (with Matrix as the actual custodian.)  They are really a fintech, but the offering is efficient, easy to use, and from our perspective seamless.  We also have an in-house IRA product that is used, but there are some limitations that IraLogix doesn't have.

Posted

Inspira is the most common.

Next is Penchecks.  Typically, if the client uses Penchecks as paying agent they use their IRA service as it is integrated.  

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