Custom 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.
The Problem
Your participants, plan sponsors, and advisors need modern digital experiences — but your back-end systems were designed for batch processing and green screens, not real-time web access.
How We Help
We've built over 1,500 interfaces for payroll, trading, plan onboarding — connecting core recordkeeping systems, vendor products, and internal platforms. We have 500+ customizable modules for retirement data processing that can eliminate thousands of man-hours in complex projects, from inbound file processing to plan setups to NSCC files. We build modern front-ends that connect to legacy back-ends — participant portals, plan sponsor dashboards, and API layers for OMNI, TRAC, Relius, and proprietary systems.
Key Capabilities
- Participant access portals
- Plan sponsor dashboards
- Enrollment and onboarding portals
- API development and integration (ADP, Workday, custodial platforms, NSCC)
- Mobile-responsive design
- ADA-compliant interfaces
- Section 423 ESPP platforms
Proof Point: National Retirement Provider
Designed and developed Participant Access Enrollments Portal for non-qualified plan events across two phases using Agile methodology.
Related Services
From the Library
Further reading on custom portals & apis
Research, case studies, and field notes from our practice on this topic.
Unlocking Participant Intelligence
Why the Next Generation of Retirement Savers Demands a New Playbook — And What It Means for Every Recordkeeper, TPA, and Plan Sponsor in America
The retirement industry was built for the Baby Boomers. The workforce it now serves is fundamentally different — and the gap between what the industry offers and what the next generation expects is growing wider every quarter.
How We Actually Ship Modern Experiences Over 20-Year-Old Cores
A working pattern for getting a modern participant portal, sponsor dashboard, or API layer in front of clients without touching the recordkeeping engine underneath. From an engineer who's done it on Newport, Nexus, and Delta Data.
Read articleYour platform won't modernize itself. Let's talk.
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