PlanTools

Financial Services - Fort Mill, SC, US

PlanTools Employees
Jordan Witz

Director Of Sales Marketing

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Jordan Witz

Director of Client Support & Special Project

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PlanTools Senior Management
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PlanTools Details

PlanTools, LLC 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. In 2009, the company was acquired by Fiduciary Risk Assessment LLC ("FRA"), a consulting company and PlanTools parent company.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.Our mission is to build a best-in-class integrated technology platform of multiple plan metrics that supports advisors, plans sponsors and individual participants.We write, test, and release our own code making our solutions more reliable, stable, secure, and innovative.To push the limits of innovation and creativity to solve complex problems with simple cost effective solutions.

PlanTools logo, PlanTools contact details
Website: plantools.com
Employees: 20 - 49
HQ: 704-564-0482
Location: Fort Mill, SC, US
Revenue: Not Available
N/A
PlanTools Technologies
Email Providers

Gmail

Web Performance Monitoring

StatusPage IO

CMS

Atlassian Cloud

Other

Google Apps

Hosting

GoDaddy Hosting

CSS and JavaScript Libraries

Bootstrap Framework

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