PlanTools, LLC

www.plantools.com

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.

Read more

Reach decision makers at PlanTools, LLC

Lusha Magic

Free credit every month!

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.

Read more
icon

Country

icon

State

South Carolina

icon

Employees

11-50

icon

Founded

2002

icon

Estimated Revenue

$10,000,000 to $50,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Sales Marketing

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(18)

Reach decision makers at PlanTools, LLC

Free credits every month!

My account

Sign up now to uncover all the contact details