PlanTools Unveils CRC Offering

Charlotte, North Carolina-based PlanTools has released the Client Resource Center (CRC) as part of its Risk Management System.

An announcement said CRC capabilities include dashboards, document lockbox, auto-publishing of PlanTools’ Standards-Based Risk Management and Expense Analysis and Benchmarking Reports, a resource library, and Morningstar data. 

The four dashboards provide plan sponsors with an overview covering asset allocation, expenses, service providers, performance, and standards ratings for selecting and monitoring investments. The announcement said six more dashboards are in development.

According to the company, the document lockbox provides users with a clean slate to develop plan-specific procedures that organize the processes to collect, store and recall client documents so plan administrative responsibilities can be monitored in a controlled and familiar environment.

It also makes task-sharing and communication with the plan fiduciaries, attorney, auditor and consultants easier, faster and more efficient, the company said.

More information is available at