Congruent’s AI-powered CORE Platform is a next-generation, cloud-native SaaS solution built exclusively for the retirement industry. With automation, analytics, and intuitive user experiences, CORE helps plan providers scale faster, reduce operational costs, and deliver smarter service to sponsors, advisors, and participants.
How Do We Help?
We provide an end-to-end recordkeeping solution powered by AI that transforms the entire plan lifecycle with automation and intelligence.
- Plan Administration – Simplified onboarding, census setup, enrollment, contributions, loans, and distributions.
- Compliance & Reporting – Real-time compliance testing, automated 5500 filing, and AI-driven reporting insights.
- Participant Experience – Engaging portals for sponsors, advisors, and participants with personalized, self-service tools.
- Data & Integrations – API-first design with CORE Mapper and AI-driven automapping for seamless migrations.
- Automation & Security – AI-enabled automation across payroll, trading, compliance, and reporting with enterprise-grade security (SOC, ISO certified).
- Continuous Innovation – GenAI features like natural language (NLP) reporting, document intelligence, and predictive analytics.
Why Choose Us?
Choosing the AI-powered CORE Platform means more than adopting software — it means gaining a future-ready partner.
- Proven Efficiency – Up to 4x cost savings with AI-driven automation.
- Smarter Growth – Faster client onboarding and better participant outcomes.
- Future-Proof – Always aligned with SECURE Act 2.0 and new regulations.
- Actionable Insights – AI-powered analytics for data-driven decisions.
- Seamless Migration – PEARL methodology ensures smooth transition from legacy systems.
- Trusted Expertise – 20+ years of retirement industry focus with BPaaS support for scalability.
