Pricing

Build, grow & manage your practice.

The first solution to combine robust client management tools with plan data and reports by ERISApedia in one competitive bundle.

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All plans include ERISApedia 5500 data and plan intelligence

All plans include ERISApedia 5500 data and plan intelligence

ESSENTIAL

$69

month

401(k) ERISApedia Data Intelligence
Robust prospecting
Plan warnings
Geo-mapped plan Sponsors
5500 Schedule Information
AI-Voice Assistant

401(k) ERISApedia Data Intelligence
Robust prospecting
Plan warnings
Geo-mapped plan Sponsors
5500 Schedule Information
AI-Voice Assistant

CHOOSE PLAN
PREMIUM

$99

month

All ESSENTIAL PLAN features +

Benchmark Report
Form 5500 Attachment
Summary Report
Plan Report

Benchmark Report
Form 5500 Attachment
Summary Report
Plan Report

Benchmark Report
Form 5500 Attachment
Summary Report
Plan Report

CHOOSE PLAN
ENTERPRISE
For 20+
users

Everything in PREMIUM features +

In-App branding
Dedicated support
Personalized training
White label reports

In-App branding
Dedicated support
Personalized training
White label reports

In-App branding
Dedicated support
Personalized training
White label reports

GET IN TOUCH

“The ForceManager mobile app is Uber for retirement plan prospecting. Open the app and ForceManager will quickly identify all 401(k) plan opportunities in your immediate geographic location.”

“For any advisor who is serious about building a qualified plan (401k/403b) practice, ForceManager is an absolute must-have. The combination of the technology and the team behind it are second to none.”

Photo of James Noel

James Noel
Financial Rep
Northwestern Mutual

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