A sponsor portal that reduces friction
Give clients a clear, secure place to complete tasks, exchange documents, and follow plan activity.
Active Tasks
12
Compliance Score
98%
↑ 2.4% from last period
Task Center
more_horizNotices
System
Maintenance scheduled for Oct 12.
Compliance
New regulations updated in Library.
Onboarding Progress
75% CompleteSecurity
256-bit Encrypted
Everything in one secure place
Manage complex plan operations without jumping between multiple tools or email chains.
Centralized Task Center
Assign tasks directly to clients with clear deadlines and status tracking. No more missed actions or hunting through threads.
Secure Uploads
Drag-and-drop secure file transfers that automatically route to the right plan folder.
Document Library
A permanent, organized vault for plan documents, meeting minutes, and compliance reports.
Branded Experience
White-label the portal with your firm's logo and primary colors for a professional, seamless transition.
Global Notices
Push critical updates or marketing messages across all client portals or target specific plan types.
"Transformed our workflow."
The client portal reduced our email volume by 45% in the first quarter alone.
David Chen
Partner, Apex Wealth
Designed for rigorous compliance standards.
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SOC 2 Type II Certified
Our infrastructure meets the highest standards for security and privacy.
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Immutable Audit Logs
Every action in the portal is tracked and timestamped for regulatory review.
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Granular Access Controls
Precisely define what users can see and do at the plan or document level.
Ready to delight your clients?
Step into the future of retirement plan management with PlanWise. Launch your portal in hours, not weeks.