PlanPort’s knowledge-based extraction, integrated with AI, captures and verifies retirement plan provisions once, then delivers that data directly into ftwilliam.com and ASC, with PensionPro coming soon. Custom outputs match your preferred format, whether for your recordkeeper, TPA, or CRM.
OUR IMPACT
what makes us different
Ensure Precision
PlanPort provides precise data extraction and organization, ensuring critical information is captured and correctly interpreted. Users can review, edit, and approve extracted details before generating a final summary.
Productivity at Any Scale
Whether you’re managing a handful of plans or hundreds, PlanPort handles your evolving needs without extra staff or manual rework. As your operations expand, PlanPort ensures consistent performance and reliability without compromise.
Easy to Use
From the moment you upload a plan document, PlanPort captures and organizes the provisions for your team to review. Once approved, the data is ready as a summary, a custom report, or a direct export into the systems you already use.
Redefine Efficiency
Eliminating manual effort, the platform transforms the way retirement plans are processed, saving time and reducing errors. Its powerful tools enable you to swiftly handle large volumes of data, empowering your business to focus on strategic growth instead of operational bottlenecks.
And because verified data moves straight into your drafting, administration, and recordkeeping systems, nobody has to key it in twice.
PlanPort’s knowledge-based extraction, integrated with AI, captures and verifies plan provisions once. That data then moves straight into the systems you use to draft documents, administer plans, and manage clients. No rekeying, no copy-and-paste.
401(k), 403(b), 457(b), or defined benefit.
Knowledge-based extraction, built on deep plan-document expertise and integrated with AI. PlanPort validates provisions against permitted plan features, supports protected benefits review, and more. Your team reviews and approves every result.
Export approved plan data directly into ftwilliam.com and keep working with your existing customer documents and plan templates.
Move approved plan data into ASC to support document and administration work without manual entry.
Send approved plan provisions into PensionPro so plan records and administration workflows start from accurate data. Available soon.
Custom means built to the format your recordkeeper requires. We match PlanPort’s output to your recordkeeper’s data layout, fields, and terminology, and can connect it to your CRM or other systems too.
Discuss your integration
Technology or platform provider interested in a direct integration? Email
info@plandataai.com.
ftwilliam.com, Wolters Kluwer, PensionPro, and ASC, and their logos, are trademarks of
their respective owners. Their use here does not imply endorsement.
OUR PLANS
Whether you’re an independent advisor, a small business, or a large enterprise, PlanPort’s powerful solutions scale with you.
Your questions answered
PlanPort pairs knowledge-based extraction, built on deep plan-document expertise, with AI to capture the provisions in retirement plan documents, validate them against permitted plan features, support protected benefits review, and more. Your team reviews and approves the results, and PlanPort delivers the verified data as summaries, custom reports, or direct exports into ftwilliam.com, ASC, and PensionPro (coming soon), or custom formats matched to your recordkeeper.
PlanPort has direct integrations with ftwilliam.com and ASC, with PensionPro coming soon. It also builds custom outputs matched to your recordkeeper’s file format and connects to CRMs, spreadsheets, and data warehouses.
PlanPort is tailored for financial advisors, third-party administrators, recordkeepers, and other industry service providers who need efficient document process and data insights.
Absolutely. PlanPort uses industry-standard security measures, including encryption and secure user access, to keep your data safe and private. PlanPort is built on a SOC-2 compliant leading cloud based platform and supports industry leading multifactor security solutions.
Yes, we offer a 1:1 guided demo where a PlanPort expert will walk you through the platform’s features and answer any questions, helping you understand how PlanPort can benefit your business.
We offer dedicated support options with rapid turnaround for all of our subscribers. Levels of support depend on the service levels selected.
Absolutely. PlanPort is already partnering with industry technology and platform providers. The retirement industry thrives on collaboration – we’re great at what we do and are happy to team with other industry leaders. Our direct integrations with ftwilliam.com, ASC, and PensionPro are examples. Platform providers interested in an integration can email info@plandataai.com.
ABOUT PLANPORT
Revolutionize retirement plan management through knowledge-based precision, delivering seamless, scalable, and efficient solutions that empower financial professionals to optimize their operations and maximize client value.
Provide an intelligent, user-friendly platform that automates complex retirement plan processes, ensuring data accuracy, reducing administrative burdens, and enabling financial advisors, TPAs, and recordkeepers to achieve superior business outcomes.
Our team continuously innovates and updates the platform, adapting to industry needs and enhancing user experience for optimal efficiency and precision. Innovation is our motor, and the retirement industry is our inspiration.
aBOUT PLANPORT's founder
