Solution introduction
PlanTools was established in 2002 offering the market its flagship risk management product that provides an integrated investment policy statement with a quarterly investment monitoring and selection report
What we do
PlanTools is a cloud based Software as a Service company specializing in custom built and retail web-based solutions that primarily services the financial services market. FRA is the consulting arm.
Mission
To build a best-in-class integrated technology platform of multiple plan metrics that supports advisors, plans sponsors and individual participants.
Independence
We write, test, and release our own code making our solutions more reliable, stable, secure, and innovative.
Purpose
To push the limits of innovation and creativity to solve complex problems with simple cost effective solutions.
