A new strategic partnership announced today between LeafHouse and Congruent Solutions will allow plan providers using Congruent’s CORE platform—a cloud-native, API-first platform—to seamlessly integrate with LeafHouse Investview to fetch fund performance data and factsheets.
“Our connection with LeafHouse ensures that our clients can now execute fund performance benchmarking and sharing fund prospectuses efficiently and securely, with the confidence of working with a proven industry leader.”
Congruent’s Mahesh Natarajan
The integration will automate key processes such as distributions and tax reporting—streamlining operational efficiency for defined contribution (DC) plans.
A press release from Chennai, India-based specialist technology partner to the U.S. retirement industry Congruent today said the integration is a major milestone in the company’s journey to build a connected marketplace for the 401(k) ecosystem, streamlining plan operations, increasing transparency, and enhancing participant outcomes.
Through this synergy, Congruent empowers TPAs, recordkeepers, and other plan providers with easy access to fund performance information and prospectuses, reducing manual work, improving disclosures and notice with fund data, and elevating the overall experience for stakeholders in the retirement value chain.
“At Congruent, we’re building more than a platform—we’re creating a marketplace that unlocks value across the retirement ecosystem,” said Mahesh Natarajan, Chief Revenue Officer, Congruent Solutions. “Our connection with LeafHouse ensures that our clients can now execute fund performance benchmarking and sharing fund prospectuses efficiently and securely, with the confidence of working with a proven industry leader.”
The collaboration reflects both companies’ shared commitment to innovation, automation, and excellence in service delivery for the retirement industry.
“We are excited to partner with Congruent to advance our technology integration. Their leadership and expertise complement key innovations at LeafHouse, including automation in investment oversight, personalized solutions, and streamlined delivery of InvestView fact sheets and prospectuses,” said James Olson, EVP and Chief Product Officer, LeafHouse.
Austin, Texas-based LeafHouse Financial LLC is a fiduciary investment management and technology firm that partners with advisors, recordkeepers, and employers to provide customized retirement plan solutions under both 3(21) and 3(38) fiduciary models. LeafHouse is known for its proprietary tools like FlexFiduciary, which enables highly tailored plan lineups, and LeafHouse GPA, an algorithm-driven system for monitoring and evaluating investment options.
In July, Congruent Solutions announced a similar partnership with Broadridge that allows plan providers using Congruent’s CORE platform to integrate with Broadridge’s trading and settlement solutions for retirement plan recordkeepers.
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• Congruent Solutions Partners with Broadridge