Fort Mill, United States
PlanTools, LLC is a SaaS startup based in the United States, founded in 2002. The company offers a flagship risk management product that integrates investment policy statements with quarterly investment monitoring and selection reports. In 2009, Fiduciary Risk Assessment LLC (FRA), the parent company, acquired PlanTools.
PlanTools specializes in custom-built and retail web-based solutions for the financial services market, with FRA serving as the consulting arm. The company's mission is to develop an integrated technology platform supporting advisors, plan sponsors, and individual participants.
Notably, PlanTools writes, tests, and releases its own code, prioritizing reliability, stability, security, and innovation. The company is committed to pushing the boundaries of innovation and creativity to provide simple, cost-effective solutions for complex problems.
