The CRM custom-built for TPAs & financial advisors

The first solution to combine robust client management tools with 

5500 plan data & ERISApedia benchmarking reports in one platform.

Reinforce Your Unique Selling Proposition

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Before ForceManager 5500 I was using spreadsheets to track prospects and service my clients, this is the first time I've found a solution that meets my needs as an advisor."

Val Ortega, hrb Retirement

Fine tune your competitive edge

TPA ESSENTIAL

Plan Data Intelligence

Robust prospecting

Plan warnings

Plan Warnings

Geolocated plan Sponsors

Schedule Information

AI-Voice Assistant

One-time advisor import fee

CHOOSE PLAN

$69/ user per month

TPA PREMIUM

CHOOSE PLAN

$99/ user per month

Plan Data Intelligence

Robust prospecting

Geolocated plan Sponsors

Schedule Information

Plan Warnings

AI-Voice Assistant

Benchmarking Reports

Form 5500 Attachment

Summary Report

Plan Report


For teams interested in more than 5 licenses

All the features you love

Fully customizable

In-App branding

Dedicated support

Personalized training

White label reports

ERP/CRM integration

GET IN TOUCH

TPA Enterprise

Have more questions?

Request a Demo

Contact

FM5500@forcemanager.net

ESSENTIAL

CHOOSE PLAN

$69/month

Plan Data Intelligence

Robust prospecting

Plan warnings

Geolocated plan Sponsors

Schedule Information

AI-Voice Assistant

PREMIUM

CHOOSE PLAN

$99/month

Plan Data Intelligence

Robust prospecting

Plan warnings

Geolocated plan Sponsors

Schedule Information

AI-Voice Assistant

Benchmark Report

Form 5500 Attachment

Summary Report

Plan Report

For teams interested in more than 5 licenses

All the features you love

Fully customizable

In-App branding

Dedicated support

Personalized training

White label reports

ERP/CRM integration

GET IN TOUCH

ENTERPRISE

Grow your Pipeline in 5 Easy Steps

Build, grow & manage your practice

Powered by ERISApedia

Use the tool to search and analyze 5500 plan data, visualize plan sponsors by geo-location, and dig into industry reports thanks to our partnership with ERISApedia. Your pipeline will thank you.

Before ForceManager 5500 I was using spreadsheets to track prospects and service my clients, this is the first time I've found a solution that meets my needs as a 401(k) specialist.

Val Ortega, hrb Retirement