Viserly Information

Viserly is a participant engagement and data automation platform built to help retirement plan advisors strengthen participant relationships, identify rollover opportunities, and grow their wealth management businesses. Acquired by PlanSync AI in April 2026, Viserly connects participant and payroll data with automated engagement workflows, enabling advisors to deliver personalized outreach at scale. With Viserly, advisors can: - Centralize participant data: Consolidate participant, plan, and payroll information into one platform. - Automate participant engagement: Deliver personalized email campaigns based on participant demographics, employment changes, and retirement milestones. - Identify rollover opportunities: Automatically detect events such as terminations, retirements, and age-based eligibility to uncover potential assets. - Integrate payroll systems: Connect with 100+ payroll providers to keep participant information current. - Grow wealth management revenue: Convert participant relationships into individual wealth management opportunities through timely, targeted engagement. - Streamline workflows: Automate data processing, segmentation, outreach, and engagement tracking. Now part of PlanSync AI, Viserly combines participant intelligence with automated engagement to help advisors serve more participants, capture more opportunities, and grow assets under management.