PlanSync is a software platform built for retirement plan advisors, designed to bring scattered plan information into one system and help advisors manage plans, serve participants, and pursue new business. Its PlanSync 360 product provides a central record for each plan, combining plan design, investments, documents, contacts, meetings, service requirements, and prospect history. The platform can extract details from plan documents with source citations, turn meeting transcripts into draft minutes and follow-ups, track obligations and due dates, and compare fees with Form 5500 peers.

Viserly helps advisors identify participant events such as terminations, age 59½ milestones, and required minimum distribution dates using payroll or census data. It prepares participant emails for advisor review, supports rollover workflows with e-signatures, and tracks opens and replies. PlanSync’s Prospecting Engine lets users search Form 5500 filings, assess plans with scores, enrich decision-maker information, and launch campaigns. Other offerings include fiduciary intelligence, fee benchmarking, investment analytics, AI and automation, and integrations with AI tools.