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PlanTools™ Features

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QMR & IPS

A customized Investment Policy Statement with your standards and criteria integrated with a comprehensive Quarterly Monitoring Report that documents a prudent process to select and monitor investments.

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Fund Fact Sheets

Our single page fact sheets are built using data from Morningstar and provide a comprehensive review of performance, risk, and expenses for each investment.

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Fiduciary Governance

A branded micro-site connected to your web-site that provides quick easy access to all documents via a secure fiduciary vault. Integrated calendar that automates and audit logs all deadlines, and dashboards with updated Morningstar data on investments and expenses.

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Benchmarking

Select any combination of 18 reports to Benchmark fees to determine fee reasonableness as required by ERISA 408(b)(2). It is fast, simple, and efficient.

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Revenue Sharing

Access the industry’s first revenue sharing database to assess indirect fees accurately. Our revenue sharing database is integrated with our Benchmarking solution for a comprehensive analysis.

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Request for Proposals

Our request for proposal system enables a plan fiduciary to conduct a search for a qualified advisor using an efficient web-based solution.

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Education

Online web-based library of ERISA topics with a practical explanation of complex issues to everyday fiduciary situations. This tool is for industry practitioners and fiduciaries.

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Consulting

Product design, sale or acquisition of an advisor practice, white papers, business development strategies, advisor qualification assessments, backroom support, RFP support, and expert witness services are offered as a fee for service.

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Custom Software

We have a reputation of developing complex solutions on-time and on-budget. Our secret is our meticulously detailed SOW that sets the proper expectations up front.

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Fiduciary Risk Assessment LLC is the consulting arm and parent company of PlanTools, LLC. PlanTools™ is a cloud based software-as-a-service company specializing in custom built and retail web-based financial solutions.

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Phone: 704.703.1884
Email: learn@plantools.com