Your book and your pipeline in the same system.
PlanSync replaces the separate tools you use today for plan documentation, fee comparisons, investment monitoring, participant engagement, and prospecting.
Everything you need to run your practice.
Integrated modules built around a single mission: consolidate fragmented point solutions into one operating system for your practice.
AI that cites the page it read.
PlanSync checks each extracted field against the plan’s Form 5500 and links it to the source page. You settle anything it flags.
PlanSync turns plan documents, fee disclosures, census files, and proposals into structured data with verbatim source citations and per-field confidence scores. It cross-checks facts against the plan’s Form 5500 before applying them and flags anything uncertain for you.
Compare a plan's fees against a peer group built from Form 5500 filings, so you can show a sponsor where they stand, with each figure traced back to the filing.
Import a Teams, Google Meet, or Zoom (beta) transcript, or paste one. AI drafts structured minutes and the follow-up email, answers questions about the transcript, and links the results to the governance log.
Ask any uploaded document a question. Answers stream back in seconds with citations to the exact source page, for committee prep and quick lookups.
Describe a participant communication in a sentence. AI Compose drafts a complete email into your template library, with merge fields, in your voice, ready to schedule.
Viserly ranks insights by severity, such as campaign underperformance, segment gaps, and engagement opportunities. An LLM rewrites each one in plain business language and tags it on the dashboard.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.