IRALOGIX, Capitalize Partner to Simplify 401(k) Rollovers

IRALOGIX is partnering with Capitalize to integrate Capitalize’s Embedded Rollover API directly into IRALOGIX’s platform.

The solution is powered by IRALOGIX’s API-driven infrastructure and Capitalize’s Embedded Rollover API.

“The rollover moment is when assets are in transition,” said Peter J. de Silva, CEO at IRALOGIX. “By embedding Capitalize into our platform, we’re equipping advisors with a modern, digital solution that helps them engage clients at that key point while maintaining control of the relationship.”

With approximately $1 trillion in annual rollover volume and almost $2 trillion remaining in left-behind, legacy 401(k) accounts, the opportunity for asset growth is high, notes IRALOGIX. Full ownership of client relationships, assets, and revenue is maintained by the advisor via IRALOGIX’s SaaS model.

“Modernizing the way advisors help clients consolidate retirement accounts is a substantial opportunity,” said Gaurav Sharma, CEO of Capitalize. “By partnering with IRALOGIX, we’re excited to help more advisors and clients find and roll over their assets, so they can focus on building wealth for the long-term.”