PlanTools
Financial Software · South Carolina, United States · 11-50 Employees
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Overview
Headquarters
6277-600 Carolina Commons Dr Ste 361, Fo...Phone Number
(704) 703-1884Website
www.plantools.comRevenue
$7.3 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About PlanTools
PlanTools, LLC is a cloud-based software-as-a-service company that specializes in custom-built and retail web-based financial solutions. Their offerings include customized investment policy statements, fund fact sheets, fiduciary governance tools, benchmarking reports, and a request for proposals system. Targeting industry practitioners and fiduciaries, they also provide consulting services and online education related to ERISA topics. The company is committed to streamlining processes to help clients achieve greater results with minimal effort and expense.Explore more
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PlanTools is experiencing very low activity levels compared to other companies in the Software sector.
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PlanTools Tech Stack
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PlanTools, LLC is a cloud-based software-as-a-service company that specializes in custom-built and retail web-based financial solutions. Their offerings include customized investment policy statements, fund fact sheets, fiduciary governance tools, benchmarking reports, and a request for proposals system. Targeting industry practitioners and fiducia... Read More
