PlanSync 360
The system of record for each plan you advise. You keep plan data, documents, contacts, and your service schedule on one record per plan, and AI reads the documents and drafts the meeting minutes and follow-up emails that used to eat your week.
Upload the documents. PlanSync fills in the plan design.
AI reads each document and pulls out each field with a citation to the exact page. PlanSync cross-checks the values against Form 5500, applies confirmed ones to your dashboards, and flags anything uncertain or conflicting for you.
Features
Plan design, providers, contacts, and documents for each client, kept on one plan record.
Set which services you deliver to each plan and how often, so you can check each client against what you committed to.
One firm-wide inbox for requirements across your plans. It shows what is due, which advisor owns it, and what is overdue.
Import a committee meeting transcript and AI drafts the minutes, so the decisions made in the room stay with the plan.
A guided checklist for bringing a new plan into PlanSync: upload the documents, add the contacts, and confirm the plan design.
A searchable library of each plan's documents. Ask a question in plain English, get an answer cited to the exact page, and click to open the PDF there.
Log the meetings, calls, and service you deliver against each plan. Each entry shows who did the work and when.
How you use it
Open My Plans to see the plans you advise on one screen, then click into any plan record.
Import a transcript from Teams, Google Meet, or Zoom (beta), or paste one. AI drafts the minutes, the follow-up email, and suggested requirements.
Read the drafts, accept the suggested requirements you want, and assign each one to an advisor.
Details
Plan data with the source attached
Plan design, providers, contacts, documents, and meeting records sit together on each client's record, so you stop hunting through email threads, file shares, and old spreadsheets. Each extracted value keeps its source citation.
- Plan design grouped the way you review it: Eligibility, Enrollment, Contributions, Matching, Vesting, Loans & Distributions, and Investments
- Override any extracted value; the citation stays attached
- PlanSync classifies documents on upload into a searchable file library
Running your service model
Set the Service Schedule for each plan, then work the requirements from one firm-wide inbox. Your team sees the same due dates and owners.
- Overdue items flagged in the inbox
- Create requirements from presets and bulk-apply them across plan groups
- Accept requirements AI suggests from a meeting transcript
- Assign each requirement to an advisor on your team
AI in your weekly workflow
PlanSync 360 uses AI to extract plan design from documents, draft minutes from an imported transcript, write the follow-up email, and suggest the requirements that came out of the meeting. You can ask the PlanSync AI Assistant about any plan, document, or past meeting.
- Ask the PlanSync AI Assistant across transcripts: "what action items came out of last quarter's committee?"
- PlanSync cross-checks each extracted fact against the plan's Form 5500 and flags anything uncertain or conflicting on the plan. You settle the flags.
- The audit log records each change with its source citation
Your whole team works from one plan record.
The calls you log, the service you deliver, and the requirements you clear go on the plan record next to the AI-cited data. PlanSync logs and attributes each change, and each person on your team sees the record at the access level their role allows.
Ask your plan files anything.
Each plan's documents sit in one searchable library that you can question in plain English. Answers stream back with a citation to the exact page, and one click opens the source so you can check it.
In practice
Pull the latest plan data, check open requirements, and bring the minutes from the last meeting. You walk into committee prepared without rebuilding anything from scratch.
Upload the plan documents and add the contacts. The Plan Setup checklist walks you through plan design while AI extracts the provisions, and you settle anything it flags.
Open the inbox and triage what is overdue across your plans. Bulk-apply the next round of requirements to a plan group and finish in one sitting.
FAQ
PlanSync is the advisor's source of truth. Plan data comes from your plan documents and Form 5500 filings and sits next to the meeting minutes, touchpoints, and requirements your recordkeeper does not track.
PlanSync flags values that are uncertain or conflict with the plan's Form 5500. Click any field to override it. The source citation stays attached, so you keep the audit trail.
Yes. Build materials in PlanSync's report editor and export them as PDF, PowerPoint, or Word files. Quarterly and annual report packages are coming soon.
Create them from presets, bulk-apply them across a plan group, accept the ones AI suggests from a meeting transcript, or add one-off requirements by hand. You assign each requirement to an advisor on your team.
It replaces the parts of your CRM that were not built for retirement plan work: plan stewardship, meeting records, and service delivery. Keep a general-purpose CRM for personal contacts if you use one.
Six modules share one plan record.
PlanSync 360 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.