PlanTools is a retirement plan intelligence platform that combines data integration, fiduciary governance, investment analytics, benchmarking, and business intelligence into a single advisor solution.
Unlike traditional reporting systems, PlanTools allows advisors to customize virtually every report, dashboard, and analysis to meet the specific needs of each client while automating much of the fiduciary oversight process.
Advisors use PlanTools to:
Measure advisor business metrics through executive dashboards.
Automate recordkeeper data collection.
Monitor investment performance and fiduciary compliance.
Benchmark investments, fees, and providers.
Deliver fully customized branded reports.
Analyze target date funds and investment menus.
Provide secure Fiduciary Vault access for plan sponsors.
Support investment committee meetings with governance documentation.
Scale their retirement plan practice through automation and business intelligence.
Our platform includes:
Business Intelligence Dashboards provide real-time insights into your book of business, plan assets, participant demographics, revenue opportunities, and relationships with recordkeepers and other service providers.
Automated Recordkeeper Data Integration eliminates manual data collection through secure data feeds from leading retirement plan providers.
Investment Monitoring & Reporting, including fully customizable quarterly monitoring reports, Investment Policy Statements (IPS), fund comparisons, watch lists, and client-branded reporting.
Benchmarking & Fiduciary Analytics that compare investments, fees, and provider services against appropriate peer groups to identify opportunities for improvement.
Custom Reporting & White-Label Solutions allow firms to fully customize reports, scorecards, dashboards, and client deliverables to reflect their own branding and investment philosophy.
Target Date Fund Analysis featuring advanced evaluations of target date series using PlanTools' proprietary analytical capabilities.
Fiduciary Vault provides plan sponsors with a secure online repository for governance documents, committee minutes, investment reports, fee disclosures, service agreements, and other fiduciary records.
Whether you're advising a handful of retirement plans or thousands, PlanTools helps automate fiduciary oversight, strengthen documentation, improve client engagement, and provide scalable solutions that differentiate your practice.