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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ForceManager 5500 Customers from Financial Services

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

For advisors

Challenges and needs of the potential advisors

Have to use at least 2 different platforms/tools to access 5500 data and prospect/manage my pipeline
Many aren’t tracking leads right now.
No access to 5500 data when on the road
No retirement plan centric CRM on the market

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

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Robust plan data - Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. Unleash your secret weapon!
Plan data is updated monthly so you will also have access to the most recent data
Smarter prospecting - Quickly see the plans around you with the geo-located map feature, and search on your mobile device for 24/7 insights.
Build your list - Segment and analyze plan sponsors using the detailed in-App 5500 plan data & reports to build a smarter prospect list.
Zoom/Teams built in - Easily schedule, track and and log your video calls with prospects and clients from inside the CRM for a digital experience.
Plan Warning – easy to identify potential plan issues, this is now you can add value as an advisor

Key differential features included in ForceManager 5500

See pricing

For TPA

Challenges and needs of the potential TPA´s

TPA´s have never had an effective CRM solution for the retirement industry.
If TPA has access to 5500 and a CRM they are not integrated so need two systems
They want to find new 401K advisors to sell their services to.
They want to give current advisors more value so they get more retirement plan business.
They want to keep their business and deter 401K advisors from working with another TPA or fintech company.

Buy Now

Have plan data and advisor’s data in one system
Smarter prospecting - Quickly see the plans and advisors around you with the geo-located map feature, and search on your mobile device for 24/7 insights
Ease of use - TPA´s can now effectively manage their pipeline in the field or the office. Meaning they can now be more intentional with their marketing efforts. And better communicate with their advisors and prospects
Robust plan data - Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. TPA´s can now provide powerful analytics to advisors at the touch of a button
Plan data is updated monthly so you will also have access to the most recent data
MailChimp Integration - out of the box integration with MailChimp allows you to drip feed / email campaigns to advisors

Key differential features included in ForceManager 5500

See pricing See pricing Buy Now

Unboxing the new 5500

Listen The 401k Study Group Podcast on Soundcloud

For advisors For Third Party Administrations

Choose your type of practice

Listen on Soundcloud Buy Now See pricing

For advisors

Challenges and needs of the potential advisors

Have to use at least 2 different platforms/tools to access 5500 data and prospect/manage my pipeline
Many aren’t tracking leads right now.
No access to 5500 data when on the road
No retirement plan centric CRM on the market

Buy Now

Robust plan data - Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. Unleash your secret weapon!
Plan data is updated monthly so you will also have access to the most recent data
Smarter prospecting - Quickly see the plans around you with the geo-located map feature, and search on your mobile device for 24/7 insights.
Build your list - Segment and analyze plan sponsors using the detailed in-App 5500 plan data & reports to build a smarter prospect list.
Zoom/Teams built in - Easily schedule, track and and log your video calls with prospects and clients from inside the CRM for a digital experience.
Plan Warning – easy to identify potential plan issues, this is now you can add value as an advisor

Key differential features included in ForceManager 5500

See pricing See pricing Buy Now

For TPA

Challenges and needs of the potential TPA´s

TPA´s have never had an effective CRM solution for the retirement industry.
If TPA has access to 5500 and a CRM they are not integrated so need two systems
They want to find new 401K advisors to sell their services to.
They want to give current advisors more value so they get more retirement plan business.
They want to keep their business and deter 401K advisors from working with another TPA or fintech company.

See pricing

Key differential features included in ForceManager 5500

Have plan data and advisor’s data in one system
Smarter prospecting - Quickly see the plans and advisors around you with the geo-located map feature, and search on your mobile device for 24/7 insights
Ease of use - TPA´s can now effectively manage their pipeline in the field or the office. Meaning they can now be more intentional with their marketing efforts. And better communicate with their advisors and prospects
Robust plan data - Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. TPA´s can now provide powerful analytics to advisors at the touch of a button
Plan data is updated monthly so you will also have access to the most recent data
MailChimp Integration - out of the box integration with MailChimp allows you to drip feed / email campaigns to advisors

Buy Now Buy Now See pricing