Bring your clients a purpose-built retirement plan foundation.
Start from MethodPlan's retirement plan structure, then configure, extend and implement it for each client. MethodPlan provides the product. You lead the implementation.
Configure. Extend. Implement.
Fields, layouts, custom MethodPlans and task assignments, adapted to their requirements.
Build on purpose-built retirement plan structure, workflows, invoicing, version control and guardrails.
MethodPlan uses standard Accounts and Contacts, with everything else on its own custom objects, so it fits alongside the client’s existing setup.
Data moves between you and your client, into the client’s Salesforce environment. MethodPlan provides the data model and framework.
You lead the engagement.
MethodPlan complements your work. It doesn’t compete with it.
MethodPlan provides and supports the retirement plan product. You own the client relationship and lead the Salesforce implementation. With the core data model and workflows already built, your team can spend more of the engagement on what’s specific to your client.
Evaluating MethodPlan for a client's Salesforce implementation?
Talk with the MethodPlan partner team.