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 is a game-changer for advisors looking to get back into prospecting mode after a tough year, and the interface couldn’t be easier
Val Ortega, hrb Retirement
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Stay One Step Ahead
ESSENTIAL
$69/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
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
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iGreat! Our team will be in touch to add the additional States after you purchase.
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