For the home office

One consistent business process for retirement plan work, across every office.

Every office and advisor works from the same business process and foundational data set, so information rolls up across the firm.

Book a Demo Talk to Sales

Home officeFirm-wide visibility

Same plan records and processes

Office A

Office B

Office C

Office D

One business process, every office

Standardized onboarding, servicing and reviews, so every office works the same way.

A foundational data set

One source of truth, instead of tracking spreadsheets sent out to field offices.

Salesforce trust and security

MethodPlan runs inside your Salesforce environment, under the security and permissions you already manage.

Implementing MethodPlan gave us the exact structure we were missing. Routine workflows are more streamlined and efficient, our recordkeeping is more compliant, and our data integrity has never been stronger. Administrative friction and roadblocks have been stripped away, allowing us to focus on servicing plan sponsors and participants.

Daniel LaRosa, QPFC, AIF®, Advisor & Director, Corporate Retirement Planning, Ritholtz Wealth Management

**Michelle Cannan**, Managing Director, Head of Company Retirement, Modern Wealth Management

For the whole committee

What each stakeholder gets.

Leadership

Revenue visibility, from invoicing through advisor splits
Business activity across every office
Plan counts, assets and staffing in one view, to plan capacity

Build vs. buy

Start from a retirement plan foundation, not from scratch.

Building a retirement plan CRM in-house is a multi-year, multi-person investment, followed by ongoing maintenance. MethodPlan arrives with the retirement plan structure built in.

Retirement plan functionality already incorporated
Delivered as a managed package
A configurable foundation for your firm
Your team focuses on what is specific to you

Next step

See MethodPlan in action.

A live demo with the MethodPlan team.

Book a Demo Talk to Sales