Designed for the Financial Advisor in Prospecting Mode
ForceManager 5500 is the first to embed robust plan data inside an easy-to-use CRM.
Access sales insights & prospects on the go.
Reinforce Your Unique Selling Proposition
Get more information
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FIG is dedicated to helping advisors build, grow and manage their business footprint. This tool is best suited for advisors in growth mode actively looking to build their practice, and motivated to proactively identify, network with, and build lasting relationships with local business owners for long - term success.
ForceManager 5500 is a game-changer for advisors looking to get back into prospecting mode after a challenging year, and the interface couldn’t be easier to use."
Val Ortega, hrb Retirement
Fine tune your competitive edge
Viewable plan data includes:
Form 5500 Plan Data from ERISApedia
Access to premium reports
Customer engagement tools
5500 benchmarking reports
Schedule information
Geolocation of plan sponsors
In partnership with FIG
Robust plan data
Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. Powered by ERISApedia.
Build your list
Easily schedule, track and and log your video calls with prospects and clients from inside the CRM for a digital experience.
Zoom built in
More thorough than Linkedin, easily access contact information, size of company and plan size within the tool.
Smarter prospecting
Segment and analyze plan sponsors using the detailed in-App 5500 plan data & reports to create a promising pipeline.
