ForceManager is a CRM tool tailored for 401(k) advisors that combines robust client management features with plan data and reports from ERISApedia. It allows users to search and analyze 5500 plan data, build prospect lists using detailed plan information, and includes features like geo-located mapping of plan sponsors, pipeline management, reporting, and an AI voice assistant. ForceManager is offered in Essential, Premium, and Enterprise pricing tiers and claims to help users increase sales activity, save time on administrative tasks, and gain more customer insights.

1. Val Ortega, hrb Retirement
Some of the companies benefiting from ForceManager
The first solution to combine robust client management tools with
plan data & reports by ERISApedia in one competitive bundle
Use the tool to search and analyze 5500 plan data, visualize plan sponsors by geo-location,
and dig into industry reports thanks to our partnership with ERISApedia.
Your pipeline will thank you.
The CRM custom-built for 401(k) advisors
Use ForceManager 5500 to build,grow & manage your practice
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Before ForceManager 5500 I was using spreadsheets to track
prospects and service my clients,this is the first time I’ve found a
solution that meets my needs as a 401(k) specialist.
For more information contact FM5500@forcemanager.net

2. For more information contact FM5500@forcemanager.net
Discover a better advisor experience
Robust plan data & CRM functionalities
• 5500 Data upload from ERISApedia
• Benchmarking reports by ERISApedia
• Powerful Prospecting
• Pipeline management
• Opportunity tracking
• Voice to text reporting
• Calendar integrations
• Geolocation & route planning
• GoalManager activity tracking
• Voice-controlled AI assistant
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
Segment and analyze plan spon-
sors using the detailed in-App
5500 plan data & reports to build
a smarter prospect list.
Smarter prospecting
Quickly see the plans around you
with the geo-located map feature,
and search on your mobile device
for 24/7 insights.
Zoom built in
Easily schedule, track and and log
your video calls with prospects
and clients from inside the CRM
for a digital experience.

3. For more information contact FM5500@forcemanager.net
All plans come with a 10% discount when purchased annually versus monthly.
Build,Grow and Manage your Practice
More insights
and customer data
Time savings from
admin tasks
Increase in sales
activity
+25%+30%+54% ++++25252525%%%%++++30303030%%%%++++54545454%%%%
Fine tune your competitive edge
ESSENTIAL
$69/month
Plan Data Intelligence
Robust prospecting
Plan warnings
Geolocated plan Sponsors
Schedule Information
AI-Voice Assistant
PREMIUM ENTERPRISE
Plan Data Intelligence
Robust prospecting
Plan warnings
Geolocated plan Sponsors
Schedule Information
AI-Voice Assistant
Benchmark Report
Form 5500 Attachment
Summary Report
Plan Report
All the features you love
Fully customizable
In-App branding
Dedicated support
Personalized training
White label reports
ERP/CRM integration
$69/month
For teams interested in
more than 5 licenses
Select the plan that’s best for you