One MethodPlan, configured for your firm.
Everything MethodPlan does, invoicing included. Talk to Sales for pricing.
The retirement plan advisory CRM.
- Connected plan records and Plan Design
- Plan Contact Roles, agreements and fee items
- Investments, plan transitions, RFPs and RFIs
- Onboarding and plan reviews
- MethodPlans and automated task assignment
- Invoicing and advisor splits
- Version control and guardrails
- Dashboards and reporting
MethodPlan is set up with your team, around your processes.
Starting at $200/user/mo
Talk to SalesOn Salesforce or not, there is a path.
Answer one or two questions to see how MethodPlan would fit your firm.
MethodPlan can run in the same Salesforce environment as your Salesforce-based wealth management platform. Sales will confirm the details for your platform.
MethodPlan installs into the Salesforce environment you already use, alongside your existing setup.
Get MethodPlan with Salesforce platform access included, so there’s no separate Salesforce license for you to manage.
Common questions.
How is MethodPlan priced?
MethodPlan is one offering, with invoicing included. Talk to Sales for pricing for your firm.
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.
Is Invoicing included?
Yes. Invoicing is included in MethodPlan.
Get pricing for your firm.
Talk to Sales about MethodPlan.