Discover a better advisor experience
Prospect, and navigate 5500 data like never before with the first CRM custom built for the retirement plan industry.
Consider it your comeback tool.
Reinforce Your Unique Selling Proposition
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Some of the international companies using ForceManager
ForceManager makes it possible for our team to be more efficient and better prepared for customer meetings and new sales opportunities.
Head of Sales, Pepsico
Fine tune your competitive edge
Every ForceManager 5500 plan includes:
5500 Data upload from ERISApedia
Access to additional reports
Customer engagement tools
5500 reports & plan warnings
Schedule information
Geolocation of plans & prospects
Work Smarter, not harder
Robust tool
Sleek and intuitive prospecting tool that comes with pre-populated 5500 data powered by ERISApedia. Unleash your secret weapon!
User friendly
Tools designed for optimal efficiency and flexibility - impress clients, organize your pipeline and find new opportunities from home, the office or on the road.
Digital advisor
Quickly identify prospects and upselling opportunities in a geo-located map view based on territory, industry and plan size.
Smarter prospecting
Allows you to manage, segment and analyse prospects from your phone or from the Web App with detailed reports and search capabilities.
