Priced by plan count, published in full.
Start with the one module you need today, or bundle the suite and save up to $897/month. Add modules as you grow and keep your data and workflows.
Includes 1 Viserly sending inbox.
Each additional sending user/inbox: +$199/month.
- PlanSync 360
- Investment Analytics Coming Soon
- Fiduciary Intelligence Coming Soon
- Viserly
- First 5 payroll integrations included
- Flat $20/plan/mo after that
Everything you need to run plans and grow revenue.
Includes 1 Viserly sending inbox.
Each additional sending user/inbox: +$199/month.
- Viserly
- First 5 payroll integrations included
- Flat $20/plan/mo after that
Standalone, or add to any pack.
Buying these one at a time runs $1,596/mo. The Complete Suite bundles all four and saves you $497/mo at 50 plans.
Every pack also includes Deliverables (coming soon), security, and the MCP connector, free.
Start with a single module.
Choose the module that fits your practice and add the rest when you're ready. Upcoming modules are marked Coming soon. Your data, history, and workflows carry over when you bundle.
Plan records, touchpoints, service schedules, and requirements tracking. Automated reports coming soon.
Fund monitoring, watchlist workflows, IPS alignment, and committee-ready reporting.
RFP engine and provider communication engine. Coming soon.
Participant segmentation, data-triggered campaigns, and rollover discovery. Includes 1 sending inbox. Each additional sending user/inbox costs $199/month.
Form 5500 search, fee comparisons, contact enrichment, campaigns, and a deals pipeline. Starter includes 500 contact enrichments/month. Priced by enrichment volume, separately from the Complete Suite.
The Complete Suite bundles PlanSync 360, Investment Analytics, Fiduciary Intelligence, and Viserly for $1,099/mo, saving $497/mo versus those four separately. Prospecting is priced separately.
Bolt on Prospecting to find your next plans.
Priced by enrichment volume, since you prospect before you have plans. Start on its own or add it to any pack. Flat price, unlimited users. Rolling out to early-access firms now.
- 500 contact enrichments / mo
- Full national 5500 database
- Fee comparisons
- Campaign engine
- AI plan analysis from 5500 filings
- 1,000 contact enrichments / mo
- Full national 5500 database
- Fee comparisons
- Campaign engine
- AI plan analysis from 5500 filings
Need more? Opt-in credit packs from $0.50 / contact, never a metered overage.
What the suite pays back.
Enter your own numbers to model the hours your team gets back from automated plan ops, the new plans you win with Prospecting, and the advisory revenue from rollovers Viserly surfaces.
Rollovers Viserly surfaces from your plan book, converted into recurring advisory revenue at your wealth practice.
New 401(k) plans you win each year with Prospecting, and the recurring advisory revenue they add to your book.
Illustrative model intended to support practice planning, not guarantee it. Plan-ops savings reflect your inputs and selected time-savings rate. Wealth-conversion revenue is rollovers captured × average AUM per rollover × advisory fee. New-plan revenue is new plans won × average advisory revenue per plan. Platform cost reflects the PlanSync Complete Suite at its plan-count tier ($1,099 / $1,499 / $1,999 per month for up to 50 / 150 / 300 plans), plus Prospecting at $449/mo when modeling new-plan wins; practices above 300 plans are priced as Enterprise. Actual outcomes will vary by book composition, conversion process, and fee structure.
How your bill changes as you add plans.
Three rules set your bill, and you can read all three here without a sales call.
The Complete Suite and standalone Viserly each include 1 sending inbox. Each additional sending user/inbox costs $199/month. Team members who do not send from their own connected inbox can still access the platform at no extra cost.
Your plan count picks your tier, and we never meter overages. Grow past a tier and you move to the next pack price.
The Complete Suite and Viserly each include your first 5 payroll integrations free. Need more? Add them at the rates in the schedule, and Viserly drops the rate to a flat $20/plan.
Or stitch it together from five vendors.
Industry-typical price ranges for point solutions, spread across four to six logins, contracts, and data models. Fee comparisons are included in the Prospecting add-on. The RFP engine is coming soon and is not yet available in PlanSync.
- PlanSync 360
- Investment Analytics Coming Soon
- Fiduciary Intelligence Coming Soon
- Viserly
- AI woven across every workflow
- Unified audit trail across modules
- SOC 2 Type II + ISO/IEC 27001
- Unlimited team access
Ranges reflect typical published and customer-disclosed pricing for category vendors as of 2026. Directional comparison, not a quote.
For new advisors building a retirement-plan practice.
Admission is by application. We pick a small group of advisors building a serious retirement-plan practice and give them the full platform from day one.
Many retirement-plan advisors are nearing retirement, and too few new advisors are entering the field. This program gives new advisors the full Win · Run · Grow platform before they could otherwise afford it.
National 5500 database, fee comparisons, enrichment, and campaigns. Find and win plans.
Manage records, meetings, and service for the plans you win.
Includes 1 sending inbox for participant outreach. Each additional sending user/inbox costs $199/month.
Deliverables, security, and connectors, all included.
Each tier includes Deliverables (coming soon), SOC 2 security, and the MCP connector for Claude, ChatGPT and Copilot. None of them appear on your bill.
Generate, review, and send committee-ready reports and participant materials, straight from the platform.
SOC 2 Type II and ISO/IEC 27001 posture and a unified audit trail across every module.
An MCP connector that brings your PlanSync data into Claude, ChatGPT, Microsoft Copilot and more.
- Unlimited team access; additional Viserly sending inboxes are $199/month
- Onboarding from a real human
- Email support with same-day response
- No setup fees
- Free product updates as we ship
Pricing questions, answered.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.