Our vision extends beyond software: we enable meaningful collaboration across all stakeholders through a unified, integration-driven platform. Through strategic partnerships and deep integrations with leading solutions across payroll, custody, trade, investment, printing and other platforms. At the center of this ecosystem is CORE, Congruent’s modern connectivity platform that serves as the hub for secure, seamless data exchange.
Our expanding network of strategic partners empowers recordkeepers, TPAs, plan sponsors, advisors, and participants to work within a harmonized environment that removes silos, automates workflows, and enhances operational efficiency. The result is a more agile, accurate, and scalable system—one that supports stronger collaboration and ultimately delivers better retirement outcomes.
The future of retirement recordkeeping lies in collaboration and interoperability — and Congruent is leading that change. CORE’s API-first architecture enables effortless integration with the best technology and service providers in the market, from contribution management and compliance automation to guaranteed income and participant engagement solutions. Together with our partners, we are creating a connected Partner Ecosystem where CORE customers can access best-in-class capabilities, extend functionality, and innovate faster — helping the retirement industry address its most pressing challenges with confidence and agility.
| Charles Schwab Trust Bank | Trade and Custody |
| DTCC | Trade and Custody |
| Wolters Kluwer (FT Williams) | Plan documents, Compliance testing, 5500 filing. |
| SendGrid | Emailing |
| Docusign | e-Signature & notary for transactions |
| GIACT | Bank Account Verification |
| Broadridge Matrix Trust Company | Trade & clearing partner integration |
| Finch | Payroll Integration |
| Enrich, iGrad | Financial Wellness platform integration |
| Leafhouse | Fund performance, factsheets |
| Authorize.net | Payment Gateway for Sponsor fees |
| LOB | Printing and Mailing Partner |
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