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401kExperts 031: Resource Review - PlanTools
Manage episode 338533668 series 2367502
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.
37 epizódok
Manage episode 338533668 series 2367502
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.
37 epizódok
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