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MethodPlan CRM for Retirement Plan Advisors

By MethodPlan

MethodPlan CRM for Retirement Plan Advisors

No Ratings
Starting at $200   USD/user/month
Industries
Financial Services
Business Need
Sales
Customer Service
Collaboration
Requires
Sales Cloud
Compatible With
Sales Cloud
Financial 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.).

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise

App Details

Version
MethodPlan App/ver 0.8.0 0.8.0
Listed On
06/23/2025
Latest Release
07/01/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce 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 More
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 30
Custom Tabs: 18
Custom Apps: 1
Lightning Components
Global: 18
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/12/2025

Additional Details

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.

Need help?

MethodPlan

Arlington, VA, USA

Contact us to discuss.

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