PlanToolsTM  Risk Management System provides a solution, not a product.  PlanToolsTM is a standards based analytics and reporting system that is valuable to both institutions and individual advisors.  It was created to provide clear answers to the call for policy, process, procedures and practices. It can provide you with a platform to serve as your system of record for client investment policy and fiduciary reporting 

We understand that compliance, brand management, product management and sales management all require customization and segmentation of solutions to client needs.  As such, PlanToolsTM provides customizable plan level reports:

• Investment Policy Statement (IPS)
• Custom Standards & Criteria
• Integrated Quarterly Monitor Statement
• Exception Report & Watch List
• Fund News Feed
• Customized Quarterly Client Meeting Minutes