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PlanTools, LLC
2 followers -
Powerful retirement plan analytics and reporting.
Powerful retirement plan analytics and reporting.

2 followers
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The most powerful fund evaluation and Scoring solution just released a major enhancement - Graded Scoring. Providing you the ability to decrease points based on criteria changes to a standard. FRA PlanTools provides a fully customizable SCORING platform for over 233,000 funds. Evaluate in your own unique, one of a kind, way. Be the best, by using the best. #401k #RetirementPlans #FundEvaluation
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David - Founder & CEO of FRA PlanTools, shares his views on the DOL Land Grab resulting in the New Fiduciary Rule http://blog.emoneyadvisor.com/practice-management/wealth-planning/dol-land-grab-will-result-in-new-fiduciary-rule/
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Determining fee reasonableness for retirement plans and IRAs is a requirement under the Impartial Conduct Standards effective June 9, 2017. If you are looking for a simple, direct and efficient means to assess fee reasonableness in a single report contact FRA PlanTools at 704-699-7031 and/or learn@fraplantools.com.

https://goo.gl/XOAnia
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PlanTools has activated the January 31, 2017 dataset which includes updates on 226,615 investments. This update covers Collective Investment Trust (CIT's), Exchange Traded Funds (ETF's), GRPA, Money Market, Open End, Principal Private Funds, Separate Accounts and Variable Annuity platforms.

Want to learn more? learn@fraplantools.com

#401k #WealthManagement #FinancialAdvisor #Morningstar #SaaS #FinTech #Advisor #408b2 #Fiduciary #Fiduciary Rule
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It's always wonderful to see PlanTools receiving updates from Morningstar faster than they display them within their own product lineup. #Advisor #401k #WealthManagement #ThinkDifferent
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Take AIM and Call Your Shots! You won't please everyone, but you'll be more focused and have more successful outcomes. #401k #Retirement #PlanTools #408b2 #DOL
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Time-outs delay progress & cost money. @PlanTools has a 99.9% uptime. We don’t slow you down so you don’t lose opportunities. #Advisor #401k
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Do you want letters or profits? @PlanTools focus is client results, not designations. #Retirement #Advisor #401k #408b2 #MakingAnImpact
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In the same time it takes to pour a cup of ☕️, you can generate all of your @PlanTools reports #retirement #401k #fintech #advisor
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I was recently interviewed by the Balsamiq team on how I "Stand Out in a Rapidly Growing Industry". The interview highlights working with offshore teams, and our development of The Principal Financial Group Target Date Analyzer using Balsamiq. If you need a tool that will assist you with creating interactive user stories and will help the client grasp your vision for your project, Balsamiq Mockups is the answer. #RapidGrowth #GameChanger #ThinkDifferent #FinancialAdvisor #401k #Retirement

https://blogs.balsamiq.com/champions/2017/01/10/justin-witz/
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