01
Built in house
PlanTools writes its own code. Your logic and calculations are engineered by the team that builds the platform, not licensed from a vendor and re-labeled.
Custom reporting
Your report, built by our software factory.
When the standard PlanTools reports don’t match how your firm reviews plans, we build one that does, with your logic, your calculations, and your design, deployed and maintained on its own.
02
Designed with you
Our design team is part of every engagement, from the first page layout to the last figure on it.
03
Held to service levels
Every custom report runs under a statement of work, with the service levels written into it.
Built for
Enterprises that need one methodology across every plan.
National advisory firms, recordkeepers, insurers, and asset managers come to us when the standard report isn’t theirs. We build their own methodology and their own version of PlanTools into our platform, carrying their brand and identity, and run it at global scale for every office, advisor, and plan they serve.
Your methodology
Your scoring criteria, weights, peer groups, and status rules, written into the platform instead of kept in a spreadsheet beside it.
Your versions
Each change to the methodology is a dated version, so every decision can be judged by the rules that were in force when it was made.
Global use and scale
One methodology for every office, advisor, and plan, wherever they are, with nothing re-keyed between them.
Your brand and identity
The platform and every report carry your firm’s name, look, and voice. Your clients see you, not us.
Why it matters
Fiduciaries are sued over inconsistency.
When a firm serves hundreds of plans, the exposure isn’t one bad fund. It is the same question answered differently from one plan to the next. One methodology, built into the platform, answers it the same way every time and keeps the record that shows it.
- 01
Inconsistent policy statements
An investment policy statement that says one thing for one plan and another for the next, or a review that doesn’t follow the policy it cites.
- 02
Scoring that differs between plans
The same fund, measured on the same criteria, passing for one client and failing for another.
- 03
No process on the record
Decisions that can’t be traced to written criteria, a dated review, and the evidence behind them.
Standard or custom
Different from the default PlanTools report.
The standard reports follow PlanTools’ own rules and ship with every release. A custom report follows yours.
| Aspect | PlanTools reporting | Custom reporting |
|---|---|---|
| Logic | StandardPlanTools scoring, ranking, and status rules | CustomYour firm’s rules, written into the report |
| Calculations | StandardThe standard set in every PlanTools report | CustomCustom calculations you specify |
| Design | StandardThe PlanTools layout | CustomDesigned with our design team to your firm’s standard |
| Agreement | StandardYour PlanTools subscription | CustomA statement of work, with service levels |
| Releases | StandardShips with the PlanTools release | CustomDeployed on its own schedule |
| Maintenance | StandardMaintained as part of the platform | CustomMaintained and managed independently of ours |
How an engagement runs
Five steps, written down before the first line of code.
01
Design
Our design team works with yours to define the report: the pages, the logic behind each figure, the calculations, and how it reads.
02
Statement of work
Scope, deliverables, acceptance, and service levels are written down and agreed before anything is built.
03
Build
The software factory engineers the custom logic and calculations, and the report is checked against the statement of work.
04
Deploy
Your report goes live on its own, separate from the standard PlanTools reports and their release schedule.
05
Maintain and manage
We maintain and manage your report independently of ours. Changes run through the same design and statement-of-work process.
Service levels
If we build it for you, we answer for it.
A custom report is yours to rely on, so its service levels are part of the agreement, not an afterthought. They are written into the statement of work alongside the scope, and requests reach us in seconds, not hours or days.
The statement of work sets
- Response targets by severity
- Deployment and maintenance windows
- How change requests are scoped and scheduled
- Who to reach, and how
Tell us what the report has to show.
Send the report you use today, or the one you wish you had. We will come back with a design session and a draft statement of work.