Episode #31 – Resource Review – PlanTools
Looking for an investment monitoring program that gives you control over the parameters… and includes the ability to customize each IPS, a built-in CRM, a client vault, a fiduciary education center – and more!?
In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools™.
Mentioned in this episode:
Read the article version of this topic here.
Or watch the YouTube Video here.