Viserly

Viserly | Engage Every Participant. Exchange Data Anywhere. pronounced: V-eye-ser-ly Viserly is the ParticipantOS—built to power engagement and data exchange for advisors at scale. It helps you reach the right employees, at the right time, with the right message—automatically. No more chasing census files or waiting on recordkeepers. Viserly connects directly to payroll and plan data, giving you a real-time view of participant milestones: eligibility, job changes, raises, terminations, and more. Engagement happens instantly. Viserly triggers personalized outreach the moment something important happens—using your own email server (Outlook or Gmail) to stay brand-aligned and fully compliant. The Data Exchange Behind the System Viserly isn’t just an engagement tool—it’s a participant data exchange that ingests, cleans, and syncs participant data across disconnected systems. You get CRM-grade visibility and the power to act. Three easy ways to get data into Viserly: Recordkeeper / Census Uploads Upload participant data from any provider. Viserly maps it and triggers engagement based on your rules. Live Payroll Feeds We integrate with 220+ payroll systems to sync real-time updates like new hires, raises, and terminations. Hybrid Model Combine payroll feeds with recordkeeper snapshots for the most complete, event-driven view of each participant. With Viserly, Advisors Can: -- Message participants automatically based on life and plan events -- Group employees into dynamic segments (eligibility, age, etc.) -- Send emails directly from your own domain—no third-party portals -- Stay compliant with built-in archiving—no extra tools needed Viserly doesn’t replace the advisor. It scales them. Just a new system to reclaim the participant relationship—through real-time data and intelligent engagement. 👉 Learn more or request a demo at www.viserly.com 👉 Follow us for weekly insights into data strategy, automation, and advisor-led engagement