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October 22 2018

IRA recordkeeping and trading technology platform provider is expanding its capabilities to help financial institutions offer high quality products to accounts of all sizes

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iraLogix,  Inc.  announces  that it has completed a $5  million Series A  financing led by Integrated  Retirement Initiatives with participation from Riverfront Ventures and other strategic investors. iraLogix is a unique, cloud-­‐native  technology platform providing completely paperless,  end-­‐to-­‐end white label IRA product capability  to financial services firms interested in growing  their IRA business quickly and profitably. iraLogix  provides a wide range of institutionally-­‐ priced investment choices and seamless access to professional advice, education and other  financial services, all with no account minimums.

“This   timely investment will help us accelerate as we expand our ability to provide advanced IRA technology solutions to our rapidly growing list of institutional  IRA provider clients” said David  Bernard, iraLogix’s  CEO. “Integrated  Retirement’s continued  confidence and support has  been instrumental as we increase  the speed at which we secure new clients  and add new services for existing clients. We  are excited about the positive impact we’re   able to make in helping our clients address  this $3 trillion opportunity in the retirement market.”  

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