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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

retirement-technology

(3)
AllCompaniesPeopleStoriesProducts
Company
Congruent Solutions makes the boring part of retirement work
Fintech · Saas · Enterprise

Congruent Solutions makes the boring part of retirement work

Behind a retirement account lies a small bureaucracy of payroll files, plan rules and systems that barely speak. Congruent Solutions has built a business getting them to cooperate.

retirement-technology · 401kRead →
Company
Heywood and the surprisingly hard work of paying a pension
Fintech · Saas · Enterprise

Heywood and the surprisingly hard work of paying a pension

Behind a pension payment sits a small mountain of records, rules and unfinished forms. Heywood has spent half a century teaching computers to handle the paperwork - and its next test is taking that expertise overseas.

pension-software · pension-administrationRead →
Legend
Susan Canavari Is Selling the Part of Retirement Nobody Sees
Executive · Operator · Advisor

Susan Canavari Is Selling the Part of Retirement Nobody Sees

After building brands at Chase, TIAA and Sundae, Susan Canavari has taken on a stranger brief: make the invisible machinery of retirement feel human.

susan-canavari · iralogixRead →