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
Get more information
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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.
