Spend less time running plans and find wealth clients inside them.
You manage individual wealth and have a 401(k) book, but plan management costs you time you would rather spend with clients. PlanSync drafts minutes and governance records and flags participants ready for a wealth conversation.
The plan holds most of what your participants will ever invest. PlanSync shows you who is near retirement, recently terminated, or carrying a large balance.
What gets in the way.
These problems come from plan data split across recordkeepers, TPAs, and spreadsheets. We built PlanSync around that split.
Administrative load, governance documentation, and reporting compete with the work that grows the wealth practice, and the wealth practice usually loses.
You hear about a participant departure weeks after they made the rollover decision. The signal sat in the plan data where you couldn't see it.
Finding the wealth candidates, the participants near retirement, and the ones with a $400k balance is manual work each quarter, and the list goes stale fast.
You need committee-ready documentation, fee benchmarking, and IPS rigor, without hiring a retirement specialty practice.
Built around the work you do each week.
The features wealth-first advisors use most, in place of the separate tools you run today.
PlanSync 360 takes on document extraction, governance records, and meeting minutes, so your plans take up less of your calendar.
Segment participants by rollover signal: terminations, near-retirement, balance band. You see who to call and when.
Trigger documented, segmented outreach automatically and hand warm participant leads from your retirement book to your wealth team, with the context they need to convert.
PlanSync 360 and the governance layer help you document and support plan oversight without a dedicated retirement team.
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.
PlanSync 360 brings plan documents, Form 5500 data, and payroll or census data into one system of record. You spend less time on admin, and you can work with the data.
Viserly keeps participants segmented by rollover signal (termination, near-retirement, balance band) and shows you which wealth conversations to have now.
When a participant becomes a wealth candidate, Viserly sends the outreach you set up on a documented, audit-trailed schedule.
Your wealth team receives each warm lead with the balance, prior context, and a recommended next conversation.
PlanSync 360 and the governance layer keep your plan oversight documented and committee-ready without a specialist team.
How the practice runs with PlanSync.
Viserly flags wealth candidates from your retirement book as participant data changes, so you don't have to remember to look.
PlanSync takes on extraction, minutes, and governance records, and you put that time back into wealth clients.
You see rollover-ready participants and their context when their data changes, weeks before a quarterly report would show them.
The modules this practice uses most.
Questions teams like yours ask first.
Viserly is built around documented, segmented, audit-trailed outreach. Your firm's supervision team sets the rules and approvals, and PlanSync provides the structure and the trail.
No. PlanSync is recordkeeper-agnostic. It works from your plan documents and Form 5500 data, whoever the recordkeeper is.
A generic CRM holds what you put into it. PlanSync is built around the plan: it extracts facts from plan documents, cross-checks them against Form 5500, reads payroll or census data, and lists what needs your attention. Bring existing records over from Salesforce by CSV.
PlanSync 360 still cuts servicing time on those plans. The wealth features are optional, and the time savings count on their own.
Yes. With permissioned views, the wealth team gets balance, plan context, and prior interactions when a lead lands, without exposing data they should not have.
PlanSync gives you back the hours your plans cost and shows you which participants to talk to about wealth.
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.