Frequently Asked Questions

About MethodPlan

What is MethodPlan?
MethodPlan is the retirement plan advisory CRM. It is purpose-built for the retirement plan advisory business and 100% native to Salesforce, bringing plan records, fees, workflows, plan reviews and invoicing together in one place.
Who is MethodPlan for?
Registered Investment Advisors (RIAs) and broker-dealers (BDs) that advise on retirement plans, their home offices, and the Salesforce implementation partners who work with them.
Who is behind MethodPlan?
MethodPlan was created by people with firsthand experience in the retirement plan advisory business.

Is MethodPlan native to Salesforce?
Yes. MethodPlan is 100% native to Salesforce. It runs inside your Salesforce environment rather than as a separate system.
Does MethodPlan receive or handle our data?
No. MethodPlan does not receive or handle your data or files. Your data stays in your Salesforce
environment, where MethodPlan provides the purpose-built data model and framework.
Does MethodPlan use our Salesforce permissions?
Yes. MethodPlan works within your existing Salesforce security and permission model.
Will MethodPlan disrupt our existing Salesforce setup?
MethodPlan uses Salesforce’s standard Account and Contact objects. Everything else it adds lives on its own purpose-built custom objects.
Where can we find Salesforce security and compliance information?
Because MethodPlan runs on the Salesforce platform, your data is protected by Salesforce’s platform security. For information about Salesforce’s platform security, privacy practices, and compliance standards, visit Salesforce’s official Trust and Compliance Documentation page.

What comes out of the box?
MethodPlan comes with the data structure and workflows common to the retirement plan advisory business, from plan records and agreements to plan reviews, RFPs and invoicing.
Can we customize MethodPlan?
Yes. MethodPlan captures common industry processes, and your firm configures the final layer: fields, custom Method Plans, and task assignments. Your Salesforce administrator or implementation partner can make these changes without building anything from scratch.
How does our existing data get into MethodPlan?
Your firm, often with your implementation partner, brings your existing plan data into your Salesforce environment and maps it to MethodPlan’s structure.

Is Invoicing included?
Yes. Invoicing is included in MethodPlan.
How does Invoicing work?
MethodPlan uses the fee information on each agreement to calculate what is owed and generate the invoice information. When revenue is received, it applies advisor splits from your split library.
Does MethodPlan send invoices?
No. MethodPlan generates the invoice information. Your firm sends invoices through the process and tools it already uses.

How is MethodPlan priced?
MethodPlan is one offering, with invoicing included. Talk to Sales for pricing for your firm or schedule a demo to see it in action.
Do we need to be on Salesforce already?
No. If you already use Salesforce, MethodPlan installs into your existing environment. If you don’t, you can get MethodPlan with Salesforce platform access included.
We use a wealth management platform built on Salesforce. Can we add MethodPlan?
MethodPlan is designed to run in Salesforce environments alongside other installed applications, including Salesforce-based wealth management platforms. Talk to Sales about your specific platform.
What if we don’t have Salesforce?
You can get MethodPlan with Salesforce platform access included, so there is no separate Salesforce license for you to manage.