Save Automations: Add the ability to make the saving automation run based off of a condition
We have seen multiple teams use the save automation to save a file to the client directories, however, sometimes these save automation are looking for a file that might not exist at that time. Thus, making the automation fail. For example. In the APQ, if they are asking the plan sponsor to “provide a fidelity bond if available”, they are adding a task to the project to save that file to the client directories. However, if the plan sponsor does not provide a file, the automation would run and fail saying “no file to save”. If you add the conditional option to save automation, you could make it run if a file is present. If no file, mark automation/task as complete.
aubrey@retirementkg.com
CX Platform
Save Automations: Add the ability to make the saving automation run based off of a condition
We have seen multiple teams use the save automation to save a file to the client directories, however, sometimes these save automation are looking for a file that might not exist at that time. Thus, making the automation fail. For example. In the APQ, if they are asking the plan sponsor to “provide a fidelity bond if available”, they are adding a task to the project to save that file to the client directories. However, if the plan sponsor does not provide a file, the automation would run and fail saying “no file to save”. If you add the conditional option to save automation, you could make it run if a file is present. If no file, mark automation/task as complete.
aubrey@retirementkg.com
CX Platform
Ability to for admins/managers/leaders to filter or sort the home dashboard page by User
When first logging into CX, each individual user gets to see their personal ‘ daily brief ‘. This feature would allow someone with the right permission scope to filter or sort between different admins task so managers/leaders can check on the work of their employees and be able to export those results, if needed. Multiple individuals could be filtered on at the same time. Their projects and tasks would then show up for those with the right permissions.
Jordan Karfeld
CX Platform
Ability to for admins/managers/leaders to filter or sort the home dashboard page by User
When first logging into CX, each individual user gets to see their personal ‘ daily brief ‘. This feature would allow someone with the right permission scope to filter or sort between different admins task so managers/leaders can check on the work of their employees and be able to export those results, if needed. Multiple individuals could be filtered on at the same time. Their projects and tasks would then show up for those with the right permissions.
Jordan Karfeld
CX Platform
Sharing Multiple Public Files with a secure share link/folder
Currently in CX, if you are wanting to share a file securely to someone who does not have client portal access, you can only share one file at a time. If you are wanting to share multiple files, you have to create multiple links. You can create a shared folder, that a person outside of the client portal can have access, however, that is only to upload files. Not download them. The feature request would be to either allow to select multiple files and create one link to share to public users. or Allow the public shared folder to upload and download files.
Rygg Perales
CX Platform
Sharing Multiple Public Files with a secure share link/folder
Currently in CX, if you are wanting to share a file securely to someone who does not have client portal access, you can only share one file at a time. If you are wanting to share multiple files, you have to create multiple links. You can create a shared folder, that a person outside of the client portal can have access, however, that is only to upload files. Not download them. The feature request would be to either allow to select multiple files and create one link to share to public users. or Allow the public shared folder to upload and download files.
Rygg Perales
CX Platform
Payroll company to add
We have a plan sponsor that is requesting Vista be added to the list of payroll integrations
Lauren Diedrich
Payroll
CX Platform
Payroll company to add
We have a plan sponsor that is requesting Vista be added to the list of payroll integrations
Lauren Diedrich
Payroll
CX Platform
Added Assignee to Generating Reports inside of TPA Assets
In TPA Assets, you are able to generate reports and schedule those reports to go out. There is no filter for an assignee of the plan it falls under, this would add an ‘assignee’ field to those selectable options.
Jordan Karfeld
Trust Accounting
Added Assignee to Generating Reports inside of TPA Assets
In TPA Assets, you are able to generate reports and schedule those reports to go out. There is no filter for an assignee of the plan it falls under, this would add an ‘assignee’ field to those selectable options.
Jordan Karfeld
Trust Accounting
Email Notification of Updates Made to Contacts on Client Portal
It would be awesome if the Analyst/Administrator at our company assigned to a plan could recieve an email notification of any updates to plan or external contacts that are made on the client portal, so that we can ensure all of our databases are updated. A clear notification in CX would work as well.
JPerryman
Client Portal
CX Platform
Email Notification of Updates Made to Contacts on Client Portal
It would be awesome if the Analyst/Administrator at our company assigned to a plan could recieve an email notification of any updates to plan or external contacts that are made on the client portal, so that we can ensure all of our databases are updated. A clear notification in CX would work as well.
JPerryman
Client Portal
CX Platform
Search Landing Page
It would be nice when searching for anything in the magic bar, if a window or page came up showing you all projects, tasks, the client, and the plans associated with the person, plan, or company you are searching.
JPerryman
CX Platform
Search Landing Page
It would be nice when searching for anything in the magic bar, if a window or page came up showing you all projects, tasks, the client, and the plans associated with the person, plan, or company you are searching.
JPerryman
CX Platform
Ability To Filter By Internal Role and Bulk Reassign by Internal Role, instead of Individual Employee (User)
I would like the ability when looking at projects or plans to filter by Internal Role and reassign projects by internal role, instead of just the user name.
JPerryman
CX Platform
Ability To Filter By Internal Role and Bulk Reassign by Internal Role, instead of Individual Employee (User)
I would like the ability when looking at projects or plans to filter by Internal Role and reassign projects by internal role, instead of just the user name.
JPerryman
CX Platform
Add a Filter for Date Range in Project & Task Level
This data range filter would help to sort through items started in a plan year or a certain custom range. Would also allow generating reports to be filtered easier beforehand.
Jordan Karfeld
CX Platform
Add a Filter for Date Range in Project & Task Level
This data range filter would help to sort through items started in a plan year or a certain custom range. Would also allow generating reports to be filtered easier beforehand.
Jordan Karfeld
CX Platform
New Task Status 'Not Needed'
On tasks, there is a status it can be set to, ‘Complete, In Progress, To-do’. This would allow tasks to be set to a new ‘Not Needed’ status where it completes the task but when reporting is done, it allows for the reporting to show that the task wasn’t actually ‘Completed’, but just marked as ‘Not Needed’ for that particular project.
Jordan Karfeld
CX Platform
New Task Status 'Not Needed'
On tasks, there is a status it can be set to, ‘Complete, In Progress, To-do’. This would allow tasks to be set to a new ‘Not Needed’ status where it completes the task but when reporting is done, it allows for the reporting to show that the task wasn’t actually ‘Completed’, but just marked as ‘Not Needed’ for that particular project.
Jordan Karfeld
CX Platform
Extract data from forms
It would be useful if we could extract all data from a created form (multiple responses) into a single spreadsheet.
Lauren Diedrich
CX Platform
Extract data from forms
It would be useful if we could extract all data from a created form (multiple responses) into a single spreadsheet.
Lauren Diedrich
CX Platform
Create an option to "Remove" Payroll Connection
When Plan Sponsors attempt to connect, they may just go through terms page or select provider and never put in credentials, but they get into the ‘awaiting client’ status. You are not able to actually disconnect, because there were no credentials inputted. Need an option to “Remove” payroll connection instead of just “Disconnect”.
Jordan Karfeld
CX Platform
Create an option to "Remove" Payroll Connection
When Plan Sponsors attempt to connect, they may just go through terms page or select provider and never put in credentials, but they get into the ‘awaiting client’ status. You are not able to actually disconnect, because there were no credentials inputted. Need an option to “Remove” payroll connection instead of just “Disconnect”.
Jordan Karfeld
CX Platform
View formatting
It would be nice to have a single line/column option in the views. The current double column set up limits the length of data displayed. It also makes it a little harder to read when it’s jumbled over two columns.
Lauren Diedrich
CX Platform
View formatting
It would be nice to have a single line/column option in the views. The current double column set up limits the length of data displayed. It also makes it a little harder to read when it’s jumbled over two columns.
Lauren Diedrich
CX Platform
Sorting and Filtering of Lists
It would be helpful to be able to sort all lists of plans and clients alphabetically. It would also be helpful to be able to filter lists of plans within Stax. I need to reduce the visual clutter. For example, in my dashboard I have a section called Plan Termination Non-PBGC. I want to be able to see only those projects whose next task is Generate Invoice for Final Bill. I can sort the next task in alpha but then I still have to sort through a bunch of tasks.
Joseph Carolan
CX Platform
Sorting and Filtering of Lists
It would be helpful to be able to sort all lists of plans and clients alphabetically. It would also be helpful to be able to filter lists of plans within Stax. I need to reduce the visual clutter. For example, in my dashboard I have a section called Plan Termination Non-PBGC. I want to be able to see only those projects whose next task is Generate Invoice for Final Bill. I can sort the next task in alpha but then I still have to sort through a bunch of tasks.
Joseph Carolan
CX Platform
List Management
In other providers, I have been able to exercise complete control over the values in a list. For example, if I did not want “New” as a status for a plan, I could just delete that option and it would never show up again. I would like to have the ability to add or remove values from every list (e.g., Status, PYE, etc.)
Joseph Carolan
CX Platform
List Management
In other providers, I have been able to exercise complete control over the values in a list. For example, if I did not want “New” as a status for a plan, I could just delete that option and it would never show up again. I would like to have the ability to add or remove values from every list (e.g., Status, PYE, etc.)
Joseph Carolan
CX Platform
Multiple Signers for a Single Document/Form
Feature Description Enable clients to assign multiple authorized signers to a single document or form within Stax.ai CX. Each signer should be able to review, sign, and timestamp their approval, with the system recording a full audit trail. Rationale Currently, many benefit and payroll forms require the approval of more than one stakeholder. Limiting documents to a single signer creates delays, workarounds, and compliance risks. Allowing multiple signers will: Improve compliance: Ensures all required parties approve before submission. Reduce delays: Eliminates the need to pass documents around manually or outside the platform. Provide transparency: Built-in audit trail shows exactly who signed, when, and in what order.
Jericho Galindo
CX Platform
Multiple Signers for a Single Document/Form
Feature Description Enable clients to assign multiple authorized signers to a single document or form within Stax.ai CX. Each signer should be able to review, sign, and timestamp their approval, with the system recording a full audit trail. Rationale Currently, many benefit and payroll forms require the approval of more than one stakeholder. Limiting documents to a single signer creates delays, workarounds, and compliance risks. Allowing multiple signers will: Improve compliance: Ensures all required parties approve before submission. Reduce delays: Eliminates the need to pass documents around manually or outside the platform. Provide transparency: Built-in audit trail shows exactly who signed, when, and in what order.
Jericho Galindo
CX Platform
Planned
Editing Website Addresses on Company Permission Scope
We’re adding permissions and safeguards for editing the website field. Only authorized users will be able to update it, and they’ll see a clear confirmation message explaining the impact before saving changes.
Andrew Flowers
CX Platform
Planned
Editing Website Addresses on Company Permission Scope
We’re adding permissions and safeguards for editing the website field. Only authorized users will be able to update it, and they’ll see a clear confirmation message explaining the impact before saving changes.
Andrew Flowers
CX Platform
W-2s & W3s
Provide ability to upload W-3 and all W-2s for a plan, compare wages and relevant box 12 codes to annualized payroll at participant and plan level, report/comunicate differences.
Dave Young
CX Platform
W-2s & W3s
Provide ability to upload W-3 and all W-2s for a plan, compare wages and relevant box 12 codes to annualized payroll at participant and plan level, report/comunicate differences.
Dave Young
CX Platform
TA Splits - adding page count
Per a client, they brought up how when a batch of statements are uploaded, there is an original upload that then splits into each individual statement. On the original uploads, you can see on the right hand side all the splits made for that batch. You can see the file name of the split and where it is located. The client suggested adding to the end of the statement name the total page # for that statement. As it would be helpful for their team of scanners.
Rygg Perales
Trust Accounting
TA Splits - adding page count
Per a client, they brought up how when a batch of statements are uploaded, there is an original upload that then splits into each individual statement. On the original uploads, you can see on the right hand side all the splits made for that batch. You can see the file name of the split and where it is located. The client suggested adding to the end of the statement name the total page # for that statement. As it would be helpful for their team of scanners.
Rygg Perales
Trust Accounting