Custom AI builds and practice consulting from the PlanSync team.
The engineers who built PlanSync also build custom AI workflows and integrations for firms. We offer AI strategy and 401(k) practice consulting too.
AI Strategy Consulting
From AI roadmap to first deployed workflow.
We help advisory firms map their workflows, find the steps where automation pays off, and build a roadmap that ends with a deployed workflow.
- Workflow audit and AI opportunity mapping across your operating model
- Build-vs-buy analysis and vendor evaluation
- 30 / 60 / 90-day roadmap with measurable outcomes
- Hands-on enablement to ship the first deployed workflow
Firms with the appetite for AI but unsure of the roadmap or the right place to start.
AI + Software Engineering
Custom AI and product engineering for advisory firms.
When off-the-shelf tools don't fit your firm, we build custom AI workflows, integrations between your existing systems, and internal tools for your operating model. The engineers who built PlanSync do the work.
- Custom AI workflows and agentic systems
- Integrations across recordkeepers, payroll, CRMs, and document repositories
- Internal tools and dashboards for advisor and operations teams
- Production-grade engineering with observability and audit trails
Firms that need bespoke build alongside or instead of an off-the-shelf platform.
401(k) Practice Consulting
Operations and growth strategy for retirement plan businesses.
We've spent years inside retirement plan practices and have seen which processes hold up as a book grows and which ones break. We help advisors design an operating model for their next 100 plans.
- Operations and process audit
- Tech-stack assessment and rationalization
- Service model and pricing design
- Growth playbooks: 5500 prospecting, RFP win-rate, rollover capture
Wealth and retirement advisors building or scaling a 401(k) book of business.
Tell us about your firm.
Book 30 minutes with our team. Walk us through your firm and what you want to build, and we'll tell you which service fits.
Book a callApply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.