A CRM custom-built for 401(k) Advisors

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