Retirement plan backbone, meet your game changer.
Intelligent automation for the people powering retirement plan administration.
Intelligent automation for the people powering retirement plan administration.
Solutions
SinglepointAI is purpose-built to help all involved in retirement plan administration simplify, streamline, and connect.
TPAs
Eliminate manual processes and bottlenecks in plan onboarding, takeovers, and data workflows.
Recordkeepers
Receive clean, structured data which helps to accelerate the downstream delivery.
Document Providers
Reduce bottlenecks in plan creation and amendments through real-time collaboration and data flow.
Core use cases
New Plan Onboarding
Accelerate plan setup by eliminating manual data collection and entry.
Plan Takeovers
Make transitions seamless by validating and transforming data between systems quickly and accurately.
Ongoing Workflow Connectivity
Bridge fragmented internal and external systems and tools through one secure, automated platform.
Key capabilities
Workflow in action
Simplify. Streamline. Connect.
Capture Once
Guided intake process eliminates repetitive entry
Automate Workflows
AI structures data, auto-populates forms, and flags issues
Route Seamlessly
Automatically delivers forms and data to the right systems
Monitor in Real Time
Dashboard visibility into status and exceptions
Simplify. Streamline. Connect.
SinglepointAI ends the friction, backlogs, bottlenecks and burnout — giving you the tools to scale with confidence.
Significantly reduce plan onboarding timelines
Minimize manual entry and potential errors
Cut time spent validating and transferring data
Free up capacity to serve more plan sponsors — without adding staff
SinglepointAI is the intelligent data automation layer retirement plan administration has been missing. Designed with intelligent automation, SinglepointAI is purpose-built to simplify, streamline and connect retirement administration – at scale.
What takes days could take minutes.