Product overview
The retirement plan advisory CRM.
MethodPlan brings retirement plan information together in Salesforce, with purpose-built workflows, automated task assignment and invoicing for the work around every plan.
Explore MethodPlan
Built around the work retirement plan teams do.
MethodPlans & workflowsTemplates and custom workflows, with every task assigned automatically.Explore →InvoicingIncluded: invoices from agreement fees, with advisor splits applied.Explore →Plan ReviewsEvery review tracked on the plan, on one board.Explore →RFPs & RFIsRecordkeeper searches and requests, run from the plan.Explore →AI connectorsStructured plan data, ready for AI.Explore →Built to adaptPurpose-built for the business, configured for your firm.Explore →
The data model
A retirement plan data model, already built.
Industry-standard structure
Plans, plan designs, agreements, investments and contacts, structured the way the retirement plan advisory business works.
Built on Salesforce architecture
Standard Salesforce Accounts and Contacts, with purpose-built custom objects for everything retirement plan specific.
Version history & guardrails
Key records keep every version, and validation keeps them complete.
Dashboards & reporting
From plan-level detail to firm-wide views.
Made for Salesforce
Native to Salesforce.
MethodPlan runs inside Salesforce, under the security and permissions you already use, next to the rest of your client data.
Technical FAQs Already on Salesforce?
MethodPlan works within your existing Salesforce environment.
Not on Salesforce yet?
There is a path to Salesforce as part of your MethodPlan deployment.
Part of your Salesforce ecosystem
Because MethodPlan runs inside Salesforce, your firm can keep using the other AppExchange apps in your org.
Structured plan data, ready for AI
Connected, validated plan records give your firm a stronger foundation for using AI tools with Salesforce.
Next step
See MethodPlan in action.
A live demo with the MethodPlan team.