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

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

• 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

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.

• 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

Unboxing the new 5500

Listen The 401k Study Group Podcast on Soundcloud

Choose your type of practice

For advisors

Current advisor challenges and needs

• 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

• 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 Warnings – easy to identify potential plan issues, this is how you can add value as an advisor

Key differential features included in ForceManager 5500

For TPA

Current TPA challenges and needs

• Never had an effective CRM solution for their industry.
• Do not have access to both 5500 data and CRM functionalities in one system.
• Always looking for ways to find new advisors to work and partner with.
• Provide plan analytics to advisors, helping to build stronger relationships.
• Retain current business and deter 401K advisors from working with another TPA.

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