Built to adapt
Purpose-built for the retirement plan advisory business, configured for your firm.
MethodPlan comes with the standard data structure and common industry workflows out of the box. Your firm configures the final layer to fit how it works, without building from scratch.
Configured with your firm
Fields · Layouts · Processes
Purpose-built for the retirement plan advisory business
Plan records
MethodPlans
Invoicing
Out of the box
- The standard retirement plan data structure
- Common industry workflows, as MethodPlan templates
- Invoicing and advisor splits
- Dashboards and reporting
Configured for your firm
- Fields and drop-downs
- Layouts
- Custom MethodPlans
- Task assignments
Runs on Salesforce
- Works within your existing Salesforce environment
- A path to Salesforce if you are not on it yet
- Your security and permissions
Light configuration
Start from a retirement plan foundation, not from scratch.
MethodPlan captures what is common to every advisory firm working with retirement plans. Matching it to your business means light configuration, such as fields and drop-downs, without the cost of building a solution from scratch.
No wheel to reinvent
The core retirement plan structure is already built and tested.
Your processes, matched
Add the fields, drop-downs and steps that make your firm unique.
Updates keep working
Because your setup is configuration on a shared core, not a one-off custom build, MethodPlan updates continue to work alongside your changes.
Next step
See MethodPlan in action.
A live demo with the MethodPlan team.