MethodPlan CRM for Retirement Plan Advisors
By MethodPlan
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $200 per user per month
- Listed since
- 2025
About MethodPlan CRM for Retirement Plan Advisors
MethodPlan CRM for Retirement Plan Advisors
MethodPlan is a pre-built, downloadable retirement plan advisory app for Salesforce. It provides the foundational structure for any advisory business with the ability to customize and extend based on your business needs. An available Agentforce extension allows your team to quickly summarize client and plan details.
Highlights
- A platform specifically made for retirement plan advisors. Establish a standardized process for managing your plan business and get a complete view of your business all in one place.
- Industry-specific workflows for retirement plan advisors including onboarding and agreement creation, plan transitions, plan reviews, RFPs and more. Easily delegate tasks and keep teams up to date.
- Build a source of truth for your retirement plan business, get control of your data, and create an accurate data set. These are the foundational pieces for scaling your business and getting meaningful results from AI.
Screenshots
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Pricing
Paid, from $200 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Standard | $200 per user | Monthly |
Contact us for Enterprise pricing.
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on June 12, 2025
- Industries
- Financial Services
- Languages
- English