The platform
One system for every plan your firm advises.
PlaniFi is multi-tenant by design. Your firm gets its own isolated world of clients, plans and documents — and everything a participant or committee sees carries your branding, not ours.
Isolation
Your firm’s data is your firm’s alone.
Every record — client, plan, document, chat transcript — is locked to your firm, with no way for another firm to access it. Even the AI search tool that answers plain-language questions only ever sees your firm’s data.
How that is enforced →Branding
Your firm’s look and brand, everywhere clients see it.
Set your logo, colors, support contact and disclosure language once. They flow into the participant assistant, the generated decks and cards, and the emails that go out to recordkeepers and TPAs on your behalf.
Access
Access, on your terms.
Your firm decides who administers access. From there, your admin invites, removes, and manages users — all without ever contacting us. And no firm can ever see or touch another firm’s users.
Ask your data
Questions in plain English.
“Which plans haven’t had a review scheduled this year?” “Show me every plan with pending fund changes.” Ask it, get a table and a summary. The query runs read-only and scoped to your firm, and it can search inside your uploaded documents as well as your structured records.
Onboarding
Add a client from their documents.
Upload the adoption agreement, SPD, 408(b)(2), 404(a)(5) and recent 5500s. PlaniFi reads through them and populates the client, plan, contacts and plan design fields with the plan provisions it finds — each one tagged with how confident it is and which document and page it came from.
You review and correct before anything is saved. Low-confidence fields are surfaced for attention; high-confidence ones are collapsed out of your way. The source PDFs stay attached to the plan so you can check the provenance later.
What the system holds
- Clients and plans
- Plan documents
- Contacts
- Amendments
- Form 5500s
- Invoices
- Scorecards
- RFPs and benchmarking
- Fund lineups and changes
- Plan corrections
- Education calendar
- Contribution tracking
Bring a plan and we’ll set it up live.
The fastest way to understand the platform is to watch one of your own plans go into it.