The system of record for your plans.

Participant engagement & rollover discovery.

Fiduciary Intelligence Coming Soon

RFP & provider communication engine.

Investment Analytics Coming Soon

Fund monitoring, IPS alignment & reporting.

Prospecting Engine

5500 search, fee comparisons & outreach.

Deliverables Coming Soon

Build and send client deliverables.

Platform capabilities

AI & Automation

AI that reads plan documents and drafts your emails.

Connectors & MCP

Connect PlanSync to the AI tools you use.

Retirement specialists

Give each plan the fee review and committee record you give your largest one, with the team you have.

Wealth-first advisors

Spend less time running plans and find wealth clients inside them.

Enterprise & institutions

Shared plan infrastructure for broker-dealers, national RIAs, TPAs, and recordkeepers.

One platform · three practices

Why we built PlanSync and where it is going.

How we keep AI cited, private, and human-reviewed.

SOC 2 Type II and ISO 27001, defense-in-depth.

Integrations

Request an integration.

Tell us which tool your team uses and what it should do with PlanSync.