Viserly Information

Viserly has been acquired by PlanSync AI. Viserly | Engage Every Participant. Exchange Data Anywhere. pronounced: V-eye-ser-ly Viserly is the ParticipantOS built to power engagement and data exchange for advisors at scale. It helps you reach the right employees, at the right moment, with the right message. Automatically. No more chasing census files. No more waiting on recordkeepers. Viserly connects directly to payroll and plan data, giving advisors real-time visibility into participant milestones like eligibility, raises, job changes, and terminations. When something changes, engagement happens. Viserly triggers personalized outreach the moment it matters, using your own email domain through Outlook or Gmail so communication stays brand-aligned and compliant. More than engagement, Viserly is the data layer behind the system. It ingests, cleans, and syncs participant data across disconnected platforms, giving advisors CRM-grade visibility and the ability to act with confidence. There are three ways to power Viserly: Recordkeeper or census uploads Upload participant data from any provider. Viserly maps it and triggers engagement based on your rules. Live payroll feeds Connect to more than 100 payroll systems for automatic updates like new hires, raises, and terminations. Hybrid model Combine payroll feeds with recordkeeper snapshots for a complete, event-driven view of each participant. With Viserly, advisors can: Automatically message participants based on life and plan events Create dynamic participant segments by eligibility, age, and more Communicate directly from their own domain without third-party portals Stay compliant with built-in archiving and oversight Viserly does not replace the advisor. It scales them. A system designed to reclaim the participant relationship through real-time data and intelligent engagement. Learn more or request a demo at: https://viserly.com