The retirement plan advisory CRM
One trusted record for every plan.
Plans, fees, workflows and invoicing, connected in one Salesforce-native CRM built for retirement plan advisory firms.
What our customers say
Implementing MethodPlan gave us the exact structure we were missing. Routine workflows are more streamlined and efficient, our recordkeeping is more compliant, and our data integrity has never been stronger. Administrative friction and roadblocks have been stripped away, allowing us to focus on servicing plan sponsors and participants.
MethodPlan has helped us bring greater structure and efficiency to our retirement plan workflows within Salesforce, while saving us significant time and expense associated with custom development. The dashboards provide valuable visibility into our overall business, and the MethodPlan team has been a great partner through implementation and ongoing support.
From scattered files to one plan record.
Start the workflow. MethodPlan handles the handoffs.
MethodPlan comes with ready-made MethodPlans for the work retirement plan teams repeat. Start one and every task is created and assigned to the right owner automatically. There's nothing to build first, and you can add custom MethodPlans of your own, started on demand or on a schedule.
From fee schedule to revenue split.
MethodPlan calculates each invoice from the plan’s agreement fees. Your firm sends it the way it always has. When payment arrives, MethodPlan applies advisor splits from your split library.
Different seats. One record.
Created from firsthand experience in the retirement plan industry.
Co-founders Anne Olson and John Chandler built MethodPlan around a direct understanding of the operational work advisory firms do every day.