Browsing Tag
Shane Hanson
3 posts
PlanSync AI Acquires Shane Hanson’s Viserly Platform
Deal gives retirement plan advisors a single platform to manage plans, engage participants in real time, and convert relationships into wealth opportunities
‘Viserly’ Debuts as First Fully Automated, Scalable Participant Engagement Platform
Freedom Fiduciaries’ Shane Hanson launches new company and software for retirement plan industry powered by payroll data intended to transform participant relationships
New Retirement Plan Consulting Firm Launches ‘Bac(k) Office’ Solution
Just-launched Freedom Fiduciaries introduces new partnership model for financial advisors and broker dealers