The PlanTools™ Risk Management System is an integrated suite of valuable on-demand solutions. They combine to deliver effective, efficient and ethical analytic and reporting services to help grow your business.

Advisors have access to the following tools through our web-based service center, the PlanTools™ Advisor Toolkit:

• K4™ Fund Selection Tool find better investments for your clients
• Investment Policy Statement Tool create custom client monitoring standards
• PlanTools™ Fiduciary Monitoring System* add clients for efficient quarterly reporting
• PlanTools™ Meeting Minutes Online archival of actions and discussions
• PlanTools™ Users Group shared resources

With all this, can you afford not to subscribe?

*Optional/additional cost