- Service Name
PlanTools
- Industry
Financial Services, Software as a Service, Investment Management, Retirement Planning
- Main Value Proposition
PlanTools streamlines complex financial processes, enabling users to achieve greater results with minimal time, hassle, and expense.
- Description
PlanTools is a cloud-based software-as-a-service company that specializes in custom-built and retail web-based financial solutions. It offers comprehensive investment management and benchmarking reporting specifically designed for retirement plans.
- Key Features
Customized Investment Policy Statement with Quarterly Monitoring Report; Single page Fund Fact Sheets with performance and risk data; Branded micro-site for Fiduciary Governance with secure access to documents; Comprehensive Benchmarking reports for fee reasonableness assessment
- Use Cases
Investment management for retirement plans; Benchmarking fees for compliance with ERISA regulations; Providing fiduciaries with secure access to essential documents and data; Conducting searches for qualified advisors through RFP systems
- Competitive advantages
First revenue sharing database in the industry for accurate fee assessment; Custom software development with a focus on on-time and on-budget delivery; Comprehensive educational resources on ERISA topics for fiduciaries
- Strengths
PlanTools excels in providing tailored financial solutions, a user-friendly interface, and a strong focus on fiduciary governance and compliance.
- Positioning
PlanTools positions itself as a leader in the financial technology space, focusing on simplifying complex fiduciary responsibilities through innovative software solutions.
- Audience
The primary target users include financial advisors, fiduciaries, and retirement plan sponsors who seek efficient and compliant investment management solutions.
- CTA
Purchase a Subscription
- Tags
investment management
fiduciary governance
benchmarking
financial solutions
- Tagline
Simplifying Complex Issues Using Innovative Technology
- Tone of Voice
Professional, informative, supportive
- Differentiation
PlanTools uniquely integrates a revenue sharing database with its benchmarking solution, providing a comprehensive analysis of indirect fees, which is not commonly offered by competitors.
- Brand Positioning
PlanTools is identified as a reliable partner for fiduciaries, emphasizing its commitment to compliance, efficiency, and client success.
- Founded
2002-01-01