Stax.Ai Help Center

For Retirement Consultants

Learn how to use the Stax.ai suite of products to better serve your plan sponsors.

Learn how to leverage the power of CX in your business.

Lesson 1: Introduction to Stax.AI and the TPA Industry (from our POV)Welcome to Stax.ai CX – The Future of TPA Operations

Lesson 2: Configuring Your Profile

Lesson 3: Navigating the DashboardThe CX Dashboard gives you a real-time snapshot of client health, tasks, and communications to guide your daily work.

Lesson 4: Managing Projects and TasksIn CX, Projects organize repeatable workflows, while Tasks break them down into individual actions for your team or clients.

Lesson 5: Managing Project TemplatesProject templates in CX allow you to standardize repeatable workflows; saving time, improving consistency, and reducing manual steps.

Lesson 6: Navigating Email and Form TemplatesThis article walks you through where to find these templates, how to explore them, and how they connect to your broader workflows.

Lesson 7: Navigating Companies, Plans, and ParticipantsIn this lesson, you’ll learn how to navigate the three foundational areas of your CX workspace: Companies, Plans, and Participants.

Lesson 8: Navigating File ManagementThis article walks through how to use the Files system - including folders, permissions, collaboration tools, and client file sharing.

Find support articles and guides for Stax.AI CX Platform

FilesLearn how to navigate and store your team's files in Stax.AI CX.

Deals CRMLearn how to use the Deals CRM to grow your pipeline and automate launching projects!

Create and Manage CompaniesLearn how to create and manage company profiles inside CX.

Welcome to Stax.AI Help Center!The Help Center offers quick guides, feature docs, and AI support to help you use the Stax.ai platform effectively.

Updating your Password in CXHow to change your password in the Stax.ai CX platform

Getting Started in CXEverything you need to know to get started with Stax.AI CX._{2 articles}

Profile and SettingsLearn more about setting up your profile and configuring settings._{9 articles}

To DoLearn more about how to launch projects, complete tasks, and use automations to automate your workflows._{7 articles}

Client PortalConfigure and invite your clients to use your custom Client Portal._{7 articles}

IntegrationsAdvance your workflows using Stax.AI Integrations_{1 article}

Participants, Eligibility, Vesting, and MoreLearn about how Stax.AI performs census scrubs, imports payroll data, and tracks participant eligibility._{6 articles}

LibraryStore SOPs, Project Templates, Emails, and Forms here._{6 articles}

PayrollLearn how to navigate payroll connections inside CX_{1 article}

Contacts and People ManagementLearn how to manage contacts and advisors inside CX_{5 articles}

Trust Accounting

Find support articles and guides for Stax.AI Trust Accounting

Troubleshooting GuidesLearn more about situations you might encounter while working with Stax.AI_{113 articles}

TPA AssetsInvestments dashboard, designed to simplify trust accounting and statement management._{4 articles}

Brokerage Statement WorkflowStax.ai’s brokerage statement workflow serves as the foundation of our processing system._{10 articles}