From your accounts and policies to your property and family history, the pieces of your life live in a dozen places, and only one person knows where. Persynl brings them into one clear picture.
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Set it up yourself in an afternoon. A Persynl Service Advisor can help if you want one.
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Your bank knows your accounts. Your lawyer knows your estate. Your insurer knows your policies. You know pieces of all of it, and the rest lives in drawers, inboxes, and one person's memory. When it matters most, no one can see the whole picture. Estate planning creates documents; Persynl creates understanding.
Upload your statements, policies, deeds, and old letters, or just forward them by email. Persynl reads them, connects the people, accounts, and property, and hands you one clear picture, plus the next steps to take.
Upload your documents (statements, policies, deeds, even old letters) and Persynl reads them, connects them, and turns them into one place you can see, act on, and share.
Your statements, policies, deeds, and wills, read and connected into a single organized view. Your IRA at Fidelity. Your home on Oak Street. All of it, in one place.
Persynl surfaces what needs your attention as plain next steps: a beneficiary that doesn't match your will, a truck still titled in your name instead of your trust, a policy that lapsed.
Search your own records for the policy, the account number, the beneficiary, in seconds. Your information, not the internet.
Bring in your spouse, your family, and your trusted advisors with view-only access. You decide who sees what. You can even gift Persynl to the people you love.
If the worst ever happens, the people you choose see exactly what to do in the first days: who to call, where things are, and how to take care of what you built.
Securely link your bank, brokerage, and retirement accounts for a live view of what you have, without typing it all in.
Persynl is for more than the practical. Upload the handwritten letters, the old photographs, the family history; Persynl reads and transcribes them and keeps them safe, searchable, and easy to share. The documents of a life, and the stories behind it, finally in one place, for your family to share in perpetuity.
From wartime letters to a grandparent's handwriting, the things you can't replace are preserved alongside everything else you own.
Persynl isn't a copy of the camera roll on your phone. Gather the photos and videos that matter into collections, a trip, a house, a whole life, and record an audio note over any group, so the story is told in your own voice.
Persynl catalogs the details and keeps each collection organized and findable, ready for the people who come after.
This is the most sensitive information you own, and we built Persynl to treat it that way. Here is exactly how it is protected.
Your spouse, your family, an advisor: you grant access, and you can change or revoke it at any time. Nothing is shared without your permission.
We don't sell your information or share it with advertisers, and your data is never used to train AI models.
Your documents are stored in FutureVault, a SOC 2-compliant digital vault originally built for a family office, and encrypted while they are there.
Your information always travels between you and Persynl over encrypted connections.
While a document is processed it passes briefly through secure temporary storage, then it is deleted the moment it is safely in your vault.
Even when a bank or credit union offers Persynl, your record belongs to you, not them. They only ever see what you choose to share.
No forms, no spreadsheets, no homework. Most people set up the essentials in an afternoon.
Scan or upload a few documents, forward statements by email, or securely connect your accounts. Start with three things; add the rest whenever you like.
Our system reads each document and connects the people, accounts, properties, and policies into one living picture of your household.
Walk through what Persynl found: your net worth, your coverage, the gaps to close, the next steps to take. Then add to it anytime, and share it with the people you choose.
Would you rather have a hand? A Persynl Service Advisor can sit down with you and set the whole thing up in one guided session. Optional, never required.
Join the waitlist and be among the first households to put their life in order with Persynl.
Thank you! You're on the list. We'll be in touch.
