# PlanTools

> Comprehensive retirement plan management platform for Financial Advisors, Broker-Dealers, RIAs, TPAs, and Recordkeepers.

PlanTools provides benchmarking, investment monitoring, fiduciary oversight, plan management, data feeds, custom projects, and reporting tools purpose-built for retirement plan professionals. Founded by industry veterans, PlanTools supports 7,500+ advisors managing $657B in assets across 102,000+ retirement plans, with 70+ recordkeeper integrations.

## Core pages

- [Home](https://plantools.com/): Overview of the PlanTools retirement plan management platform.
- [Platform](https://plantools.com/platform): Analytics, fiduciary vault, investment monitoring, plan management, and reporting.
- [Who We Serve](https://plantools.com/solutions): Tailored solutions for Financial Advisors, RIAs, Broker-Dealers, Recordkeepers, TPAs, compliance teams, and plan committees.
- [Pricing](https://plantools.com/pricing): Quarterly and annual plans for advisory practices, including (k)oncierge and custom enterprise pricing.
- [About Us](https://plantools.com/about): Company background and mission.
- [Our Beliefs](https://plantools.com/our-beliefs): How PlanTools builds software with advisors, ships improvements weekly, and measures success by decision quality.
- [Contact](https://plantools.com/contact): Get in touch with the PlanTools team.
- [Blog](https://plantools.com/blog): Articles and insights on retirement plan management, fiduciary prudence, benchmarking, and ERISA.
- [Press & Media](https://plantools.com/press-media): Press releases and media coverage.

## Platform pages

- [Benchmarking](https://plantools.com/platform/benchmarking): Fee and performance benchmarking against 20 years of retirement plan intelligence.
- [Investment Monitoring](https://plantools.com/platform/investment-monitoring): Continuous fund monitoring, scorecards, and fiduciary documentation.
- [Data Feeds](https://plantools.com/platform/data-feeds): Universal API integrations with the top 50 recordkeepers.
- [Custom Projects](https://plantools.com/platform/custom-projects): Software-factory model for tailored projects and integrations.

## Legal

- [Privacy Policy](https://plantools.com/privacy-policy)
- [Terms of Service](https://plantools.com/terms-of-service)

## Company facts

- Legal name: PlanTools, LLC
- Headquarters: 6277-600 Carolina Commons Dr., Suite 361, Fort Mill, SC 29707, USA
- Contact email: learn@plantools.com
- Audience: retirement plan advisors, RIAs, broker-dealers, TPAs, recordkeepers, plan committees, compliance and investment teams
- Product category: SaaS / Business Application / Retirement Plan Management