Shared plan infrastructure for broker-dealers, national RIAs, TPAs, and recordkeepers.
Broker-dealers, national RIAs, TPAs, and recordkeepers need one governed data layer for plan governance, oversight, and analytics across hundreds or thousands of plans. PlanSync gives institutional firms the access controls, audit trail, custom integrations, and procurement terms to roll it out across their advisors and plans.
Firms running hundreds of plans need one governed plan record every advisor works from. PlanSync gives them that, with firm- and plan-level permissions and an audit trail.
What gets in the way.
These problems come from plan data split across recordkeepers, TPAs, and spreadsheets. We built PlanSync around that split.
Independent advisors, multiple offices, and partner firms each run plan governance their own way, and the home office can't oversee it consistently.
Tools built for one advisor on one plan break once you add a hundred plans, a thousand permissions, and a procurement team.
Your advisors and partners want plan governance, fee analysis, and IPS tooling. Building it internally is a multi-year roadmap competing with everything else on the platform team.
Enterprise buyers expect SOC 2, custom DPAs, audit logs, and SLA-backed uptime. Most plan-management tools weren't built for those requirements.
Built around the work you do each week.
The features enterprise & institutions use most, in place of the separate tools you run today.
Scope data and permissions by firm and plan, with role-based access and multi-factor authentication for all users.
One auditable workflow for plan governance, peer fee comparison, meetings, and commitments, run the same way by any advisor in the firm.
Enterprise engagements can include custom builds, scoped with our team and shaped to how your firm delivers plans.
Custom integrations across recordkeepers, payroll, CRM, and document repositories. Contract terms shaped to procurement, security, and SLA requirements. SSO is on the roadmap.
Bring PlanSync data into Claude, ChatGPT, Microsoft Copilot and more through the MCP connector, with custom integrations for the internal systems that need more.
See governance, fees, and process discipline across the firm's plans from one system of record.
How each type of institution uses it.
Broker-dealers, national RIAs, TPAs, and recordkeepers run the same platform, each in its own way.
Equip independent advisors with one consistent governance toolset, with firm- and plan-level permissions that keep each practice's autonomy intact.
Standardize how your advisors run governance, fee comparison, meetings, and commitments, so a client gets the same process from any advisor in the firm.
Replace the spreadsheets behind annual administration with Plan Setup checklists, commitments that track who owes what, and cited plan records.
Give your advisor partners the governance and analytics layer they ask for, with custom integrations and builds scoped with our team instead of a multi-year internal roadmap.
A day on PlanSync.
You follow the same steps each quarter for each plan. PlanSync handles the routine work and flags what needs your decision.
You set up the firm with role-based permissions, multi-factor authentication, and plan-level data boundaries before the first advisor logs in.
Custom integrations to payroll, CRM, document repositories, and internal systems, scoped and built with our team. The MCP connector brings PlanSync into the AI tools your team already uses.
Service schedules, requirements, and Plan Setup checklists shaped to how your firm delivers plans.
Deploy to advisors and teams with role-scoped access from day one. Our team runs phased rollouts, training, and onboarding with yours.
Firm-wide oversight and an audit trail across your plans show the home office how advisors deliver each one.
How the practice runs with PlanSync.
Your advisors run governance the same way on each plan, and the home office can see where the exceptions are.
Built for SOC 2, custom DPAs, BAAs where applicable, and SLA-backed enterprise terms. SSO is on the roadmap.
Our enterprise team runs the rollout with yours, and you skip a multi-year internal build.
The modules this practice uses most.
Questions teams like yours ask first.
Yes. Enterprise engagements can include custom builds and custom integrations, scoped with our team during onboarding.
Each firm operates inside its own data boundary, and access within the firm is scoped by role and plan. Access is audit-logged.
SSO is on the roadmap. Today, accounts are protected with multi-factor authentication and role-based access controls.
fi360 fund data connects directly, Direct Salesforce, Wealthbox, HubSpot, and Dynamics 365 connections are in beta, switched on per firm; any CRM can import by CSV. Bespoke integrations are scoped during enterprise onboarding and built by our team.
Enterprise terms include custom DPAs, MSAs, SLAs, BAAs (where applicable), security questionnaires, and named relationship management.
The MCP connector brings PlanSync into Claude, ChatGPT, Microsoft Copilot and more. For internal systems, Enterprise engagements include custom integrations built by our team.
PlanSync gives your firm the governance and analytics infrastructure it would otherwise spend years building: firm-scoped, audit-ready, and configured to how your teams work.
Other ways teams use PlanSync.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.