Built For
Built for every seat around the plan.
MethodPlan serves advisory practices, the home office teams that support them, and the implementation partners who deliver Salesforce for both.
Advisors & practice leaders
Every plan you advise, in one place you can trust.
- Less reliance on spreadsheets to manage plans
- Faster answers to client questions
- Workflows that hand off automatically
Home office
One consistent standard across every office.
- Firm-wide visibility
- One set of business processes across every office
- Oversight of your entire book of retirement plan business
- Build vs. buy, answered
Implementation partners
A purpose-built foundation for client implementations.
- Deployment in your client’s existing Salesforce org
- A tested retirement plan data model
- Flexible configuration and extensions for each client’s implementation
Next step
See MethodPlan in action.
A live demo with the MethodPlan team.