Built after watching a 35-year advisor run dozens of plans on spreadsheets.
For decades, retirement plan advisors have run their practices on spreadsheets, document folders, fee databases, and a half-dozen disconnected tools. PlanSync connects plan governance, documentation, intelligence, and growth in one platform.
Built from a problem we saw up close.
It started with an internship.
Our founder spent an internship working under a retirement plan advisor with 35 years in the business. He saw the daily work up close: dozens of plans, thousands of participants, a calendar full of deadlines, and clunky, expensive tools that had not changed in years.
He brought in a friend.
He took the problem to his best friend from college, now our CTO and a PhD candidate in AI. The two started building, applying AI and software engineering to what they were learning about advisors' work. They automated the tedious tasks, centralized the data, and gave the software a modern interface.
Then advisors joined.
Next they recruited advisors with decades of retirement-plan experience, people who had worked through these problems on their own books. Today AI researchers and fiduciary practitioners build PlanSync together.
Today, we're sharing PlanSync with you. You can apply for early access.
Four principles we build by.
We designed PlanSync with the teams who do this work and built it for retirement plans from day one.
AI in PlanSync fits into your workflow and brings up the information you need. You make the call.
Your actions in PlanSync leave a clean audit trail, so you can defend the work you do.
Your plans, providers, and payroll sit in many systems. PlanSync connects to the ones you already use, so you keep them.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.