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MethodPlan CRM for Retirement Plan Advisors
MethodPlan CRM for Retirement Plan Advisors
Starting at $200 USD/user/month
- Industries
- Financial Services
- Business Need
- SalesCustomer ServiceCollaboration
- Requires
- Sales Cloud
- Compatible With
- Sales CloudFinancial Services Cloud
To request a demo please visit www.methodplan.com MethodPlan is a pre-built, Salesforce-native retirement plan advisory solution. It is built for RIAs and BDs who manage corporate retirement plans (401(k), 403(b), Cash Balance, etc.).
Highlights
A platform specifically made for retirement plan advisors. Establish a standardized process for managing your plan business and get a complete view of your business all in one place.
Industry-specific workflows for retirement plan advisors including onboarding and agreement creation, plan transitions, plan reviews, RFPs and more. Easily delegate tasks and keep teams up to date.
Build a source of truth for your retirement plan business, get control of your data, and create an accurate data set. These are the foundational pieces for scaling your business and getting meaningful results from AI.
MethodPlan's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
MethodPlan
Arlington, VA, USA
MethodPlan: A Retirement Plan Advisory CRM. Winners connect and leverage data. Convergence: Connect plan data to your wealth management and employee benefit data AI-Readiness: Collect and organize your data into a single source of truth to be able to leverage AI Growth: Increase your team’s capacity with automated processes and streamlined operations Revenue: Give your advisors more time to provide value to clients and prospects What is MethodPlan? MethodPlan is a pre-built, downloadable retirement plan advisory app. It provides the foundational structure for any advisory business with the ability to customize and extend based on your business needs. Features: Onboarding and Agreement Creation Custom Retirement Plan Objects and Fields, including Plan Contact Management Fee Tracking Plan Design Plan Review Tracking and Creation Version Control Data Integrity and Validation Dashboards and Management Reporting Built for Salesforce ISV App for Financial Services Cloud
Pricing Details
Contact us for Enterprise pricing.
Standard
$200 USD/user/month
Lowest Starting Price