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
$69/ user per month
TPA PREMIUM
$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
TPA Enterprise
Have more questions?
Contact
ESSENTIAL
$69/month
Plan Data Intelligence
Robust prospecting
Plan warnings
Geolocated plan Sponsors
Schedule Information
AI-Voice Assistant
PREMIUM
$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
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
