PlanSync AI today announced it has acquired Viserly, the payroll-integrated participant engagement platform founded in 2025 by Shane Hanson, the CEO of Boise, Idaho-based firm Freedom Fiduciaries.
The move establishes PlanSync as a unified end-to-end operating system purpose-built for retirement plan advisors. The combined platform brings together plan analytics, real-time participant data, and advisor workflows in a single system, eliminating the gap between plan management and wealth conversion that has limited advisor growth for two decades. Terms of the transaction were not disclosed.
The acquisition is a defining moment for Winter Park, Fla.-based PlanSync AI’s strategy, the company said in a press release today. Retirement plan advisors sit on one of the richest datasets in financial services, but until now that data has been trapped across recordkeepers, payroll systems, and disconnected engagement tools, with most of it arriving weeks or months too late to act on, the release says. PlanSync was built to solve the plan side of that problem. Viserly solved the participant side. Together, they close the loop.
“By integrating PlanSync with Viserly, advisors gain the ability to operate within a unified environment, where participant signals are captured as they occur and actionable insights are immediately accessible.”
PlanSync AI CEO Cameron Abernethy
Advisors, the release continues, are currently forced to operate across a fragmented ecosystem, relying on multiple disconnected tools to manage a single retirement plan. Investment analytics, benchmarking, spreadsheets, daily plan administration, CRM systems, participant engagement platforms, and wealth conversion solutions often exist in silos. While each tool was introduced as a standalone solution, the cumulative effect has created significant inefficiencies across the advisor workflow.
“Advisors today are stitching together a dozen different tools just to run a single plan,” said Cameron Abernethy, CEO of PlanSync AI. “Each platform was designed to solve a specific problem, but together they’ve introduced complexity that limits visibility, slows decision-making, and ultimately impacts outcomes.”
Viserly represents the missing real-time intelligence layer within this fragmented stack, Abernethy added.
“By integrating PlanSync with Viserly, advisors gain the ability to operate within a unified environment, where participant signals are captured as they occur and actionable insights are immediately accessible. This combination enables a more proactive, data-driven approach to plan management and participant engagement.”
The integration reflects a broader strategic vision to consolidate the advisor technology experience into a single, cohesive platform. “Our goal is to eliminate fragmentation and bring every critical function into one seamless system,” Abernethy said. “This acquisition is a clear step toward delivering a fully integrated experience that empowers advisors to operate more efficiently, serve participants more effectively, and drive better long-term outcomes.”
Viserly’s origin gives the acquisition unusual credibility. Hanson built the platform to solve a problem within his own retirement plan advisory practice, Freedom Fiduciaries, following more than a decade as a recordkeeping wholesaler. During that time, he saw firsthand how both generalist and specialist advisors struggled with fragmented, inconsistent data. Each recordkeeper operates on its own cadence with varying levels of access, often limiting or excluding critical participant contact information. Even when available, the data is typically two to three weeks old, creating a lag that prevents timely, meaningful engagement.
To address this, Hanson developed a scalable solution that integrates with over 100 payroll providers, delivering cleaner, more current data and enabling automated, personalized engagement at scale. In addition, Viserly includes a purpose-built tool designed to read and interpret recordkeeper reports, allowing advisors to accelerate engagement based on that data while broader integrations continue to evolve. The company is actively pursuing partnerships with recordkeepers to expand direct data feeds into the platform, with the belief that a more collaborative ecosystem ultimately leads to better participant outcomes.
“This acquisition allows us to accelerate innovation and bring to market more valuable insights, participant journeys, predictive analytics and pipeline management capabilities, particularly as the industry continues to move toward convergence,” said Hanson. “Viserly was built out of necessity within our own practice, and it has been a key driver of our growth. As I evaluated its next evolution, I kept coming back to a simple question: what would I want to use myself? The answer was clear, Viserly and PlanSync, together. That’s the platform I would run my own book on, and it’s the platform we are now building for advisors across the industry. I am excited to partner with more recordkeepers to bring data directly into Viserly, because when we work together, we can better serve participants and deliver stronger outcomes.”
Hanson used the platform to organically grow his advisory practice to over $700 million in assets in just three years. The internal results were compelling enough to bring Viserly to market as a standalone product, where it has gained rapid traction since launch in April 2025. He said that same practitioner-driven perspective ultimately led him to PlanSync.
Viserly and PlanSync AI will continue to be offered as separate products. The companies are actively working to integrate the two platforms but are keeping them separate for now to ensure no disruption to current users’ workflows. Existing customers of both platforms will see no changes to their contracts, integrations, or day-to-day experience.
The combined company is actively expanding partnerships with broker-dealers, aggregators, and advisory firms seeking to consolidate their retirement plan tech stack into a single operating layer.
Advisors attending the 2026 NAPA 401(k) Summit in Tampa April 19-21 can learn more by stopping by the PlanSync booth.
SEE ALSO:
• ‘Viserly’ Debuts as First Fully Automated, Scalable Participant Engagement Platform