Deliverables
Deliverables is coming soon. It sits on top of PlanSync 360. Generate the Annual Plan Review from live plan data, or upload any other deliverable, and edit it in PlanSync's report editor. Send it through your own Outlook or Gmail when you are ready. Save a group once. Each cycle, PlanSync pulls current contacts from the plan record.
Deliverables turns your plan data into a report you send.
PlanSync pulls plan data from PlanSync 360 into one report. You review it and send it to plan contacts, participants, or any custom address from your own Outlook or Gmail.
Features
Generate the Annual Plan Review from live plan data in PlanSync 360. Upload any other deliverable type and send it through the same flow.
Edit the deliverable in PlanSync's report editor and export it as a PDF, PowerPoint, or Word file.
A group is a set of plans. Choose the audience once (plan contacts or participants, plus any custom addresses) and reuse it each cycle.
Connect Outlook or Gmail so deliverables send from you, with your domain and signature.
Each deliverable waits in the Review & Send list until you send it.
How you use it
Generate the Annual Plan Review from live plan data, or upload another deliverable.
Read it over and edit it in the report editor.
Choose a saved group and click send from your connected mailbox. Next cycle, the group is still there.
Details
Built on your plan data
PlanSync fills the report with the plan data you already maintain in PlanSync 360. You can also upload any other deliverable, from an investment report to an education piece, and send it through the same Review & Send flow.
- No exporting and reformatting plan data between tools
- Edit in PlanSync's report editor before you export
- One plan record means one number across the reports you send
Generate, review, then send
You generate or upload, review, then click send. PlanSync builds the recipient list.
- Edit before anything sends
- Send through your connected Outlook or Gmail with your signature
- The Sent log records each deliverable that went out
Set your groups once
Pick the audience once: each plan's contacts or its participants, plus any custom addresses. PlanSync resolves recipients from live plan contacts at send time, so the list stays current as contacts change.
- Reuse a group each cycle
- Recurring schedules with preflight checks
- One group can cover many plans, so a multi-plan book sends in one pass
In practice
Generate the Annual Plan Review for each plan in a group, each populated with that plan’s own data. Review each one and send it to the plan contacts from your own mailbox.
Upload the quarterly report, review it, and send it to the group you built last quarter. PlanSync pulls recipients from current plan contacts.
Upload an education piece as a PDF and send it, from you, to participants across a group of plans.
FAQ
Deliverables is coming soon. When it launches, it will be included free with PlanSync and sit on top of PlanSync 360.
Yes. Connect either one, and deliverables send from your own mailbox with your domain and signature.
The Annual Plan Review generates from live plan data in PlanSync 360. You can upload other deliverable types and send them through the same Review & Send flow.
PDF, PowerPoint, and Word, from PlanSync's report editor.
No. A group saves its plans and audience, so each cycle you review and send. PlanSync resolves recipients from live plan contacts at send time.
No. Generating and sending are separate steps. Each deliverable waits in the Review & Send list until you send it.
Six modules share one plan record.
Deliverables works alone. Add other modules and they share its plan data, audit trail, and access controls.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.