Discover a better advisor experience
ForceManager 5500 is the first sales enablement tool to combine plan data intelligence with a robust CRM.
Consider it your comeback tool.
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
Every ForceManager 5500 plan includes:
Form 5500 Plan Data from ERISApedia
Access to premium 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 like in-App video conferencing - enhance your practice management from home, the office or the field for a complete hybrid experience.
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 analyze plan sponsors from your phone or from the Web App with detailed reports and search capabilities.
