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MethodPlan CRM for Retirement Plan Advisors
MethodPlan CRM for Retirement Plan Advisors
Overview
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.).
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 is a pre-built, downloadable retirement plan advisory app for Salesforce. It provides the foundational structure for any advisory business with the ability to customize and extend based on your business needs. An available Agentforce extension allows your team to quickly summarize client and plan details.
Categories
- Business Needs
- SalesCustomer ServiceCollaboration
- Industries
- Financial Services
- Personas
- Business UserConsultantSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MorePerson AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforcePerson AccountsSalesforce ShieldManaged PackageSalesforce Mobile