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 investment managers of Unified Managed Accounts (UMA) 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 investment managers 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 for defined contribution plans. Instead the record keeper subscribes to our SaaS technology and the record keeper, in turn, provides you with access to and use of the technology for designing and managing model portfolios for plan participants.

Investment Manager