Why MethodPlan?
 Streamline operations and unlock the power of data.
- Convergence
- Connect plan data to your wealth management and employee benefit data.
- AI
- Agentforce Agent and the data structure needed to leverage AI.
- Growth
- Increase your team’s capacity with automated processes & streamlined operations.
- Revenue
- Give your advisors more time to provide value to clients and prospects.
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.
Features
Onboarding & Agreement Creation
Custom Opportunities for onboarding new plans and agreement workflows with fee tracking for new and existing clients.
Custom Retirement Plan Objects & Fields
Capture relevant details and manage tasks for all areas of your business from one solution.
Version Control
Key objects including Plans, Agreements, Plan Designs, and Investments all have version control to ensure that data flows to the right record at the right time and users are never overwriting critical business information.
Data Integrity & Validation
Guardrails ensure users are creating clean, usable records for accurate and trustworthy data.
Dashboards & Management Reporting
Insightful, actionable reporting that ranges from plan-by-plan data validation to big picture trends in revenue, new business pipelines, and client activity.
Built For Salesforce
Available soon in the Salesforce AppExchange.
Features
