Plantools.com Website Review

Secure your seat with Decision Makers A common occurrence amongst our subscribers In everything we do, we believe in simplifying the process so you can accomplish more in less time, inconvenience, and cost. A customized Investment Policy Statement with your standards and criteria integrated with a comprehensive Quarterly Monitoring Report Our single page fact sheets are built using data from Morningstar and provide a comprehensive review of performance, risk, and expenses for A branded micro-site connected to your web-site that provides quick easy access to all docu*ents via a secure fiduciary vault. Integrated calendar that automates and audit logs all deadlines, and dashboards with updated Morningstar data on investments and expenses. Select any combination of 18 reports to Benchmark fees to determine fee reasonableness as required by ERISA 408(b)(2). It is fast, simple, Access the industry’s first revenue sharing database to as*ess indirect fees accurately. Our revenue sharing database is integrated Our request for proposal system enables a plan fiduciary to conduct a search for a qualified advisor using an efficient web-based solution. Online web-based library of ERISA topics with a practical explanation of complex issues to everyday fiduciary situations. This tool is for Product design, sale or acquisition of an advisor practice, white papers, business development strategies, advisor qualification as*essments, backroom support, RFP support, and expert witness services are offered as a fee for service. We have a reputation of developing complex solutions on-time and on-budget. Our secret is our meticu*ously detailed SOW that sets the Connect with one of our team members for immediate access to PlanTools. of PlanTools, LLC. PlanTools™ is a cloud based software-as-a-service company specializing in custom built and retail web-based financial