A platform built for operational clarity
PlanWise connects the work your teams do every day: plan records, assigned responsibilities, recurring workflows, document collection, sponsor tasks, service activity, reporting, and oversight.
Core Intelligence Modules
Client & Contact Management
Centralize every stakeholder relationship within a unified directory. Track sponsor details, advisor connections, and influence maps with architectural precision.
Plan Master Records
The definitive source of truth for plan specifications, compliance dates, and historical governance.
Service Catalog
Define and deploy standardized service offerings across your book of business.
Investment Tracking
Monitor provider benchmarks and investment menu performance in real-time.
Workflow Templates
Orchestrate complex processes with logic-driven templates that scale with your team.
TRIGGER (Onboarding_Checklist)
Tasks & To-dos
granular accountability for every team member and external sponsor.
Document Exchange
Securely collect, store, and version-control critical plan documents with audit-ready trails.
Distributions
Streamline the movement of funds with automated approval workflows.
Fee Schedules
Maintain transparent billing structures and fee disclosures for every client engagement.
Time Tracking
Capture billable and non-billable hours directly within client workflows for precise profitability analysis.
Reports & Dashboards
Turn operational data into executive insights with custom visualization and automated delivery.
Ready to architect your operations?
Join the leading firms using PlanWise to drive clarity, compliance, and growth across their book of business.
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