• Complex 408b2 and ERISA Issues Solved for Financial Advisors
    Simplifying Complex Issues
    Using Innovative Technology
  • Leverage retirement analytics reports to win prospects and clients
    Secure your seat with Decision Makers
    A common occurrence amongst our subscribers
  • Client success begins with ERISA, 408b2, 404a5 and DOL reporting
    Client Success
    Together You and Your Clients Succeed

In everything we do, we believe in simplifying the process so you can accomplish more in less time, inconvenience, and cost.

PlanTools™ Features

To learn more about the solutions PlanTools offers, schedule a webinar!


A customized Investment Policy Statement with your standards and criteria integrated with a comprehensive Quarterly Monitoring Report that documents a prudent process to select and monitor investments.

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Fund Fact Sheets

Our single page fact sheets are built using data from Morningstar and provide a comprehensive review of performance, risk, and expenses for each investment.

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Fiduciary Governance

A branded micro-site connected to your web-site that provides quick easy access to all documents via a secure fiduciary vault. Integrated calendar that automates and audit logs all deadlines, and dashboards with updated Morningstar data on investments and expenses.

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Select any combination of 18 reports to Benchmark fees to determine fee reasonableness as required by ERISA 408(b)(2). It is fast, simple, and efficient.

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Revenue Sharing

Access the industry’s first revenue sharing database to assess indirect fees accurately. Our revenue sharing database is integrated with our Benchmarking solution for a comprehensive analysis.

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Request for Proposals

Our request for proposal system enables a plan fiduciary to conduct a search for a qualified advisor using an efficient web-based solution.

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Online web-based library of ERISA topics with a practical explanation of complex issues to everyday fiduciary situations. This tool is for industry practitioners and fiduciaries.

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Product design, sale or acquisition of an advisor practice, white papers, business development strategies, advisor qualification assessments, backroom support, RFP support, and expert witness services are offered as a fee for service.


Custom Software

We have a reputation of developing complex solutions on-time and on-budget. Our secret is our meticulously detailed SOW that sets the proper expectations up front.

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