MethodPlan CRM for Retirement Plan Advisors

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