Welcome to PlanServe Data Systems!
Who is PlanServe?
What are our Solutions?
What new is happening?
Home Email
Featured Event

ALERUS FINANCIAL LAUNCHES MOBILE APP FOR RETIREMENT PLAN PARTICIPANTS

Grand Forks, ND (March 27, 2012): Alerus Retirement Solutions, a division of Alerus Financial, N.A., introduces a mobile app, available for both iPhone and Android devices. With the Alerus Retirement Solutions mobile application, retirement plan participants receive fast and secure inquiry access to their account information. The app allows Alerus Retirement Solutions to build a closer relationship with the participants on a day to day basis. Participants can view account activity, current balance by investment and source, rate of return, and recent contribution information. "We are excited to offer this on-the-go solution for our growing population of mobile plan participants," said Brian Overby, President of Alerus Retirement Solutions.

Find out more >>

Welcome to PlanServe !

PlanServe Data Systems specializes in products and services for the financial, retirement, and healthcare services market.

The ownership team brings years of market leading software design and real-life administration experience to our common remitter and pension portal products. Our approach is to deliver simple and reliable solutions which empower administrators to offer the most competitive and cost effective end-user services. Our proven technology platform has transformed how record keepers and insurance companies use the web to service their participants, employers, and advisers. Because of this, PlanServe has become a trusted partner to our customers in both thought leadership as well as technology implementation.

We appreciate your visit to our site!

Relevant Communicator
The communicator allows direct access to the recordkeeping system and allows providers to avoid expensive and complicated middleware. The communicator provides modern control of over the conversation and eliminates legacy packet size limits. 'The approach allows providers an affordable option to continue to access their data' says Trent Richardson.
 
Secure File Exchange



We have only secure way to do closed loop confirmations. Do you need to get secure files and automatically import them? Do you need to return files in a variety of formats? Then our HIPPA approved file exchange will give you a competitive advantage and save you money
New Mobile Application



Planserve releases the new Relevant Mobile smartphone application for the retirement services market. This is the industry’s first commercial end to end solution to deliver secure pension information to today’s participants when they need it and on their terms.
Relevant Script IDE



Our script development environment makes managing your recordkeeing scripts, textfiles, and controls easy across your enterprise. Give your in house developers the first modern script toolkit