IRA IS™ is an economical method of servicing self-directed Individual Retirement Accounts, sole proprietor Keogh Plan accounts, SEPs, SARSEPs, and the new Simple, Roth, and Education IRA's.
IRA IS™ fits the needs of mutual fund management companies, retail bank trust departments, securities brokers, insurance companies and others who administer IRA and Keogh plan accounts.
The system retains transaction history on-line for as long as the user needs it, indefinitely, if desired. On-line transaction history gives the trustee the information needed for superior customer service. It simplifies and reduces the cost of complying with regulations and of meeting the requirements of auditors and examiners.