Stax.ai CX is a modern operating system for Third-Party Administrators (TPAs), built to centralize daily plan administration work across communication, tasks, files, CRM, automation, and compliance workflows.
Instead of jumping between inboxes, spreadsheets, file folders, and separate trackers, your team can run operations in one connected platform designed for retirement workflows.
What Does CX Offer?
Communications and Inbox
Manage client and internal communication in one place so teams can coordinate faster and reduce follow-up gaps.
To Do and Workflow Execution
Track projects and tasks across your full book of business, with status visibility, ownership, and consistent execution across teams.
Automation
Automate repetitive operational steps to reduce manual effort, improve consistency, and free up team capacity for higher-value work.
Files and Document Work
Store and organize documents where work happens, so teams can move from intake to execution without switching systems.
CRM for Companies, Plans, and Participants
Maintain a centralized source of truth for key entities, contacts, and operational data needed to run plan administration efficiently.
Compliance and Operational Controls
Support compliance-sensitive workflows with structured processes, audit-friendly actions, and clearer operational visibility.
Dashboards and Reporting
Monitor execution, identify bottlenecks, and make better operational decisions with reporting built into day-to-day workflows.
Explore All Features
What sets CX apart?
CX is purpose-built for retirement plan administration teams, not a generic task app or CRM. It combines workflow execution and visibility, TPA-specific data and records, automation embedded in operations, and reporting tied to real execution activity.
This gives teams a practical way to scale operations while improving speed, consistency, and client service quality.
Who is CX for?
CX is designed for TPAs and retirement consulting teams that need to manage growing books of business, standardize operations across teams, improve turnaround and accountability, and deliver a better client experience while staying audit-ready.
Is CX right for your team?
CX is a strong fit if your team wants to replace fragmented tools with one system for daily TPA operations, from intake and communication through execution and reporting.
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