Discover a better advisor experience
ForceManager 5500 is the new sales and marketing tool tailor-made for the retirement plan industry
- Select plan preference
- Select your territory for the data upload
- Get started with a training session
- Hit the road!
ForceManager 5500 makes prospecting and practice management easy by streamlining everyday tasks and ERISApedia plan data in one slick tool.
Val Ortega, hrb Retirement
Let's get started
Please provide your first name.
Please provide your last name.
Please provide your company name.
Please provide a valid email.
Please provide your type of practice
Please choose a valid password.
Passwords do not match.
Your password must be between 7 and 30 characters long, contain at least 1 lowercase, 1 uppercase and 1 number.
Please provide a valid telephone number.
Stay one step ahead
Monthly billing
Save 10% with an annual billing
ESSENTIAL
$69/month
- Pre-populated plan data
- Geolocated plan sponsors
- Schedule Information
- Plan Warnings
- Geo-location
- AI-Voice Assistant
- *Up to 5 licenses
ESSENTIAL
$62/month
- Pre-populated plan data
- Geolocated plan sponsors
- Schedule Information
- Plan Warnings
- Geo-location
- AI-Voice Assistant
- *Up to 5 licenses
PREMIUM
$99/month
- All the features you love from
- Essential plus...
- Benchmark report
- Form 5500 attachment
- Plan summary report
- Plan report
- *Up to 5 licenses
PREMIUM
$89/month
- All the features you love from
- Essential plus...
- Benchmark report
- Form 5500 attachment
- Plan summary report
- Plan report
- *Up to 5 licenses
ENTERPRISE
For teams interested in 5 licences or more...
- All the features you love
- from Premium plus...
- Ability to customize,
- co-brand & integrate with
- your ERP / CRM
- GET IN TOUCH
Select your States:
Please select your first state
Please select your second state
Please select your third state
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