For retirement plan advisory firms
Built inside a retirement practice.
Now it can run yours.
PlaniFi is practice management, consolidated. Participant AI chat, an RFP generator, automated annual fiduciary reviews — the tools Advo(k)ate Advisors built to run its own retirement plan business — all in one platform, under your firm’s brand. One tool to manage your practice.
Why it exists
Most retirement practices run on five tools that don’t know about each other.
Plan documents in a shared drive. Review answers scattered across email threads. Decks assembled by hand the week before the committee meeting. Participant questions routed to whoever picks up the phone.
Every one of those hand-offs is a place where something gets missed — and none of them leave behind the kind of record you would want to produce on request. PlaniFi holds the plan data and does the work on top of it.
What it does
White label
Your firm’s name on everything a participant sees.
Your logo, your colors, your support desk, your disclosures. The chat a participant opens, the deck their committee reviews, and the card on the breakroom wall all say your firm — because to the client, they are your firm’s.
- Languages in generated video
- 14
- Deck fields filled automatically
- ~70
- Other firms who can see your data
- 0
- Every record is scoped to the firm that owns it.
Security
Separation your compliance team can actually verify.
Every query is scoped to a single firm, and the one place the system runs SQL it generated is fenced behind a read-only database role. We will walk your diligence team through exactly how.
See it running on one of your own plans.
The most useful demo is your plan, your documents, your branding. Bring one and we will show you what it looks like.