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FRA PlanTools
2 followers -
Powerful retirement plan analytics and reporting.
Powerful retirement plan analytics and reporting.

2 followers
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FRA PlanTools's posts

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

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

Do you want letters or profits? @PlanTools focus is client results, not designations. #Retirement #Advisor #401k #408b2 #MakingAnImpact

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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Humbled and honored to be awarded #ExcellenceinTelecommmunication in North Carolina. #CustomerSupport #Excellence
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Technology: Key Role in the Future of TPAs @ASPPA#TPAs #FinTech #ERISA #DOL #SEC

http://asppa-net.org/News/Article/ArticleID/6623

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Our reports have been used over 45k times. Bring us to the table to find out why. #RetirementReporting #408b2 #401k
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