MethodPlan Launches App for Retirement Plan Advisers

MethodPlan CRM, which aims to help advisers and broker/dealers build and review retirement plans, is now available on Salesforce’s apps marketplace.

A retirement plan advisory app called MethodPlan CRM was launched last week on Salesforce AppExchange. According to its developers, the Salesforce-native app can help registered investment advisers and broker/dealers that manage corporate retirement plans streamline onboarding, contracting, billing, reviews and education solutions.

The app also offers guided workflows with automated tasks for creating agreements, plan transitions and reviews, requests for proposals, and fund changes. It can also assist with contact management, fee tracking and plan designs, according to MethodPlan.

Salesforce AppExchange listed MethodPlan CRM’s starting price as $150 per month.