Client onboarding
Ingest proposals and plan documents, identify plan design, build document and recordkeeper specifications, and flag exceptions before anything moves downstream.
See the system flow →︎Solutions
One operating layer. Every handoff.
SinglepointAI captures, validates, and delivers plan data above the systems you already run—without forcing a core-system migration.
Start where you sit
One data layer. Two sides of every successful handoff.
Four shipped modules
One dashboard. Four ways to remove friction.
Each module can solve a specific workflow. Together, they create a governed system of record for how plan data enters, changes, and moves.
Cycle 4 restatement
A guided six-stage path from plan population through review, sponsor decisions, generation, and signature.
See the workflow →︎Documents
A controlled repository that turns governing files into structured, comparable plan knowledge.
Explore documents →︎AskSPIA
Natural-language answers grounded in the actual adoption agreement and its version history.
Explore AskSPIA →︎Onboarding, connected
Capture once. Update every destination.
A setup form is not the end of intake. It becomes structured, validated data that can populate each system in the format it expects.
- Ingestion
- Plan design
- Document specification
- Recordkeeper specification
Source
Setup form intake
Captured once
Client CRM updated
Contact, plan & status synced — no re-entry
Document system updated
Plan design filed & ready for the audit trail
Recordkeeping setup
Recordkeeper's system configured automatically
Six controlled stages from population to signature.
SinglepointAI keeps every decision connected to the source plan and every approval visible in the audit trail.
Dashboard & retrieve
Identify eligible plans and securely retrieve source data.
Ingest & inspect
Evaluate provisions and flag Cycle 4 requirements.
Visual review
Surface areas of concern with AskSPIA guidance.
Sponsor survey
Capture elections in a structured, repeatable flow.
Approve & specify
Create a validated, generation-ready package.
Generate & sign
Produce documents without re-keying the data.
Human oversight
Initiator–approver controls, exception review, and full auditability remain available at every stage.
Plan documents
Stop filing away the source of truth.
Maintain a per-plan repository, query the full document set, and compare Cycle 3 provisions against Cycle 4 requirements.
- Plan-level document history
- Amendment support
- Cycle 3 →︎ Cycle 4 gap analysis
- Generation-ready structured data
AskSPIA
Ask the agreement, not the person who remembers it.
Ask natural-language questions about plan provisions and receive answers grounded in the governing adoption agreement—with versioning and audit context.
- Retirement-plan-specific context
- Tenant-isolated Azure environment
- No open-internet answer sourcing
- Versioning and traceability
One continuous flow
Seven steps preserve context from intake to delivery.
This is the common data pipeline beneath the product modules.
For TPAs · 01
The same plan data, keyed three different times.
A new plan or takeover touches a proposal, adoption agreement, recordkeeper setup packet, document system, and workflow tracker. In most firms, someone retypes the same provisions into every one.
SinglepointAI reads the source once. It structures the data, routes genuine exceptions to a person, and delivers the approved result to every downstream system.
New plans & takeovers
Takeovers stop being the hard ones.
Extract provisions from messy source documents, normalize the fields, and surface conflicts before setup—allowing the team to resolve true exceptions rather than discovering them downstream.
The advantageComplex takeovers enter implementation with a reviewed, reusable baseline.
Cycle 4
Restatement without the fire drill.
Run Cycle 3-to-4 gap analysis across the book, keep plan context attached, and separate design conversations from plans ready to regenerate.
The advantageRestatement volume becomes a controlled workflow, not a document-by-document scramble.
Institutional knowledge
Your book of business, searchable.
Ask provision questions across current agreements and version history—answers stay tied to the governing source, not one person’s memory.
The advantagePlan knowledge remains available, traceable, and useful across the team.
For recordkeepers · 02
Different models. Same bottleneck.
Whether plan data arrives from a TPA network or your own team gathers it, someone is still normalizing spreadsheets, naming conventions, and field interpretations by hand before setup can start.
SinglepointAI validates at the source — one governed data layer beneath both models. What reaches implementation is already structured, checked, and mapped to your format.
Unbundled & advisor-sold
One connection, the whole TPA network.
Every participating TPA can deliver structured plan data without a new point-to-point integration or another file specification.
The advantageDistribution scales without scaling integrations.
Full-service
The intake work happens before the clock starts.
Capture and validate proposals, sponsor packets, and prior-provider files into one approved record—with visibility into what is complete, pending, or stuck.
The advantageMore plans through the same implementation team, and data on where the time goes.
Security & controls
Built for accountable automation.
Architecture designed around regulated retirement workflows.
Azure-native hostingMaker/checker workflowsImmutable audit trailTenant-level isolationNo core replacement
AskSPIA containment
Answers stay inside the retirement-plan context.
AskSPIA runs in an isolated Azure environment with no open-internet access. Tenant-level isolation keeps answers scoped to the firm's own data, and the agent responds only to retirement-plan-related interactions.
Initiator-approver controls, exception review, and approval steps keep final oversight with qualified staff—not an unsupervised model.
Roadmap · not yet shipped
Extend the governed layer.
- Full-service lifecycle automation
- RFP response automation
- Advisor and client insights
- Contribution and payroll intelligence