TandemModels® is delivered to investment managers and advisors in a single platform environment (SaaS) for asset allocation model design and management, trading, portfolio re-balancing, performance reporting, and custodial integration and reconciliation. For details click the button.


Software as a Service

Invest n Retire, LLC (INR) delivers a total solution for lowering costs and delivering robust record keeping technology to defined contribution record keepers and Turnkey Asset Management Programs through our Software as a Service (SaaS) model.

A Total Solution


Robust Technology at Lower Cost

In a competitive market environment, DC record keepers and TAMP organizations face tremendous pressure to lower costs.


Unlike traditional licensed enterprise software, SaaS solutions eliminate large upfront and periodic fee spikes that can wreak havoc on corporate and IT budgets. Instead of deploying software on the client side, enhancements are implemented at the SaaS data center and made available to the entire user community.

Systems are configurable so each client has a custom experience, yet the code base is disparate and maintained for the benefit of all clients. These efficiencies drastically reduce the overall cost.

Record Keeper

Zero Capital Investment


Investment managers and advisors are not charged a subscription fee. Instead the organization you work with (DC record keeper or TAMP) subscribes to our SaaS technology and the organization, in turn, provides you with access to and use of the technology.



620 SW 5th Ave. Suite 1100
Portland, OR 97204
Phone: 503-217-2021

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