PlanTools, LLC is a cloud-based software-as-a-service company based in Charlotte, NC, specializing in custom-built and retail web-based financial solutions. They believe in simplifying complex issues using innovative technology, offering a range of features such as customized investment policy statements, fund fact sheets, fiduciary governance, benchmarking, revenue sharing analysis, request for proposals system, online education library, consulting services, and custom software development.
As a subsidiary company of Fiduciary Risk Assessment, LLC, PlanTools aims to help clients accomplish more in less time, inconvenience, and cost. With their comprehensive solutions and commitment to client success, they provide decision-makers with the tools they need to simplify processes and achieve their financial goals.
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