Six Ways We Keep Retirement Platforms Running
Every service we offer exists because a client needed it solved and nobody else had the depth to do it. We don't sell capabilities we haven't delivered.
Our Services
Platform Migrations
OMNI to TRAC. Relius to FRP. Proprietary to OMNI. We've done them all — including the largest single-platform retirement migration in recent industry history.
Learn MoreLegacy Modernization
COBOL isn't dead — it's mission-critical. We modernize what needs modernizing and stabilize what needs to keep running, without betting your operations on a full rewrite.
Learn MoreAutomation & AI
AI-powered payroll reconciliation, automated file processing, RPA for compliance workflows. We build automation that works inside retirement operations, not around them.
Learn MoreCompliance & Audit Support
100% on-time compliance reporting. Zero audit findings. We design controls and testing regimens that keep regulators satisfied and your operations team sleeping at night.
Learn MoreCustom Portals & APIs
Participant access portals, plan sponsor dashboards, API integrations with ADP, Workday, and custodial platforms. Modern front-ends connected to battle-tested back-ends.
Learn MoreManaged Operations
24/7 overnight monitoring. Nightly batch processing. Trading file validation. Daily operations support at a fraction of the cost of building an internal team.
Learn MoreYour platform won't modernize itself. Let's talk.
Book a 30-minute platform assessment with a principal-level consultant. No pitch deck. No junior associate. Just a direct conversation about your systems, your challenges, and what it would actually take to solve them.