95%
Time Saved on Content Creation
5x
More Client Touchpoints
100%
Consistent Branding
24/7
AI-Powered Design Support
Stop Spending Too Much Time on the Wrong Things
Managing multiple plans while delivering consistent, high-quality client and prospect deliverables is time-consuming and complex
Hours Lost to Content Creation
Creating custom presentations, plan reviews, scorecards, and participant materials takes hours per client each year. That's time you could spend growing your practice.
Inconsistent Client Experience
Without reusable templates and systems, every client deliverable is reinvented, leading to inconsistency and missed opportunities.
Time Wasted on Meeting Prep
Creating custom presentations, plan reviews, scorecards, and participant materials takes hours per client each year. That's time you could spend growing your practice.
Limited Ability to Scale
You can only take on so many plans when every task is manual. Growth means hiring more people or burning out.
Complex Data Across Multiple Systems
Recordkeeper reports, fee benchmarking, and investment data scattered across platforms makes comprehensive reporting difficult, tedious and error-prone.
Difficulty Demonstrating Value
Plan sponsors need regular, professional updates showing your ongoing stewardship and fiduciary oversight.
One Platform. Comprehensive Client Management.
Perseptiv combines AI-powered content creation with comprehensive client management tools designed specifically for retirement plan advisors.
Pre-Built Content Library
​
Leverage our comprehensive library of pre-built content automatically designed in your brand.
​
​
AI Content Engine
​
Upload a recordkeeper report, paste a URL, or simply describe what you need. Our AI instantly creates branded presentations, plan reviews, participant communications, and fiduciary reports in minutes instead of hours.
Simple Design Tools
​
Canva-style design capabilities with your branding built in. Create stunning deliverables that wow plan sponsors and participants without hiring a designer.
Comprehensive Practice Management
​
Create and manage plans, committees, contacts, plan features, tasks, agendas, minutes, files and notes all one place.
Customizable Prospecting Tools
​
Create custom assessment questionnaires for plan sponsors and participants that position you as a strategic partner and facilitate selling conversations.
Trusted by the top firms in retirement
Here's What Top Industry Experts Are Saying
"This thing is a GAME CHANGER. For years we've talked about changing the dynamic of the review meeting, this is an easy-to-use tool that drives that outcome. I'm such a huge fan of simplicity, this absolutely nails it while still delivering a robust, comprehensive report to the plan sponsor with actionable steps to improve. Geez, you'd think I was on the payroll or something.....(no, I'm not)"
Jim Sampson, National Practice Leader, Retirement Services, Hilb Group