PlanTools, LLC develops and provides a suite of cloud-based software tools designed for financial professionals, specifically those who act as fiduciaries for retirement plans like 401(k)s. Their platform offers solutions for plan benchmarking, fee analysis, investment monitoring, and compliance reporting. The company's mission is to equip advisors with the technology needed to efficiently meet their fiduciary responsibilities, enhance transparency, and improve outcomes for plan sponsors and participants.

Founded in

United States