Discover a better advisor experience

Prospect, and navigate 5500 data like never before with the first CRM custom built for the retirement plan industry.

Consider it your comeback tool.

Reinforce Your Unique Selling Proposition

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Some of the companies benefiting from ForceManager

ForceManager makes it possible for our team to be more efficient and better prepared for customer meetings and new sales opportunities.

Head of Sales, Pepsico

Fine tune your competitive edge

Every ForceManager 5500 plan includes:

5500 Data upload from ERISApedia

Access to additional reports

Customer engagement tools

5500 reports & plan warnings

Schedule information

Geolocation of plans & prospects

Work Smarter, not harder

Robust tool

Sleek and intuitive prospecting tool that comes with pre-populated 5500 data powered by ERISApedia. Unleash your secret weapon!

User friendly

Tools designed for optimal efficiency and flexibility - impress clients, organize your portfolio and find new opportunities from home, the office or on the road.

Digital advisor

Quickly identify prospects and upselling opportunities in a geo-located map view based on territory, industry and plan size.

Smarter prospecting

Allows you to manage, segment and analyse prospects from your phone or from the Web App with detailed reports and search capabilities.

Powerful Analytics

Voice-controlled AI assistant

ForceManager 5500 is powered by ERISApedia data for the optimal Advisor experience

ForceManager 5500 is powered by ERISApedia data for the optimal Advisor experience