Stax.ai

stax.ai

Stax.ai is an AI-powered workflow automation platform purpose-built for retirement plan Third-Party Administrators (TPAs), combining trust accounting automation, a white-label client portal, payroll and census data integrations, and a comprehensive Client Experience (CX) suite with CRM, project management, document storage, and advanced reporting. It enables TPAs to replace manual, error-prone processes with AI-driven efficiency, improving compliance, enhancing client service, and freeing teams to focus on higher-value work. Designed as a unified operating system for TPAs, Stax.ai streamlines every stage of plan administration—from onboarding to ongoing management—through intelligent automation and seamless integration.