What's new in PlanSync.

Deliverables

Create, schedule, review, and send plan deliverables such as quarterly reviews and committee materials from one workflow.

Investment Analytics

Fund monitoring, watchlist workflows, IPS management, and a complete decision audit trail, so investment decisions are documented and easy to review.

Fee comparisons

Compare a prospect's reported fees against Form 5500 peers in Prospecting, model current and proposed fees, and export the comparison to PDF.

Email workspace and contact suggestions

A dedicated Email workspace for plan and participant email inside PlanSync. PlanSync also reads the plan documents you upload and suggests contacts to add, so you review them instead of typing them in.

Automations and the My Plans directory

A rebuilt automation editor with data-triggered rules based on plan documents and participant data. My Plans adds a single directory of every plan you advise, with firm-wide setup status alongside it.

Rollover workflows with e-sign

Run participant rollovers from first outreach to signed paperwork, with electronic signature built in and each rollover tracked to completion.

Form 5500 verification

Facts extracted from plan documents are cross-checked against the plan's Form 5500 filings. Matching values are applied automatically, and conflicts are flagged for you to resolve.

PlanSync AI Assistant

Ask questions about your plans, documents, and prospects in plain English, and get answers grounded in your PlanSync data. The assistant can also draft reports and follow-ups from that data for you to review.

Egnyte, Google Drive, and census imports

More ways to get plan data in without re-keying it.

• Import plan files from Egnyte
• Connect Google Drive and Google Meet (beta)
• Import participant census files

Prospecting: win new plans

The Win pillar of the platform is live. Find retirement plans worth pursuing, reach the right people, and track every opportunity through to a win. Opportunity Feed and Marketing Materials are coming soon.

• Form 5500 search with a map view and plain-English filters
• Saved groups of target plans
• Contact enrichment for plan sponsors and decision-makers
• Multi-touch campaigns sent from your own mailbox
• Deals board to track pipeline

Microsoft Teams meeting minutes

Connect Microsoft Teams and PlanSync turns meeting transcripts into meeting minutes for you to review.

A redesigned PlanSync

A new look across the whole app, with cleaner navigation and a consistent layout from PlanSync 360 to Viserly.

fi360 fund data and proposal templates

fi360 fund data now flows into PlanSync 360 Investments, so fund details sit alongside the rest of the plan record. Proposal templates let you build new-business proposals from a consistent starting point.

Connectors for Claude, ChatGPT, and Microsoft Copilot

Use your PlanSync data from the AI tools you already work in. MCP connectors for Claude, ChatGPT, Microsoft Copilot, and more respect the same permissions you have in PlanSync.

Multi-factor authentication for every user

Multi-factor authentication is now required for all accounts. Sign in with an authenticator app or a one-time email code.

Rebuilt document extraction with citations

Document extraction was rebuilt for accuracy and reliability. Every extracted fact links back to the page it came from, so you can check the source in one click.

Viserly Connect Email and payroll integrations

Connect your Outlook mailbox to send Viserly participant campaigns from your own address, and set up payroll integrations to keep participant data current.

Search 360

Search across plans, documents, and plan data from one search bar, and jump straight to the answer.

Viserly joins PlanSync

PlanSync acquired Viserly, bringing participant engagement and rollover discovery into the platform. Segment participants, run data-triggered campaigns, and surface rollover and individual-wealth opportunities before they leave.

SOC 2 Type II report issued

Our SOC 2 Type II report was issued, confirming that an independent auditor tested our security controls over time. It underpins how we protect plan and advisor data.

ISO/IEC 27001 certified

PlanSync achieved ISO/IEC 27001 certification for its information security management system.

PlanSync 360: where it started

The first iteration of PlanSync and the system of record for every plan you advise. Centralize plan data, governance records, service calendars, and documentation, then automate the quarterly reviews, annual reports, and committee materials that used to eat your week.