Discover the first 401(k) CRM for advisors

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

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Some of the international companies using ForceManager

ForceManager 5500 is a game-changer for advisors looking to get back into prospecting mode after a tough 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

Powered by ERISApedia

Robust plan data

Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. Unleash your secret weapon!

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

Quickly see the plans around you with the geo-located map feature, and search  on your mobile device for 24/7 insights.

Smarter prospecting

Segment and analyze plan sponsors using the detailed in-App 5500 plan data & reports to build a smarter prospect list.

Powerful Analytics

Voice-controlled AI assistant

ForceManager 5500 is powered by ERISApedia data for the optimal Advisor experience

ForceManager 5500 is powered by ERISApedia data for the optimal Advisor experience

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