Screenshots

Description

Alliance Benefit Group Rocky Mountain is proud to release our new mobile app for financial advisors!

Advisors now have fast & easy access to their retirement plans right at their fingertips!

Our new mobile app lets you view the following information:
• Global asset totals

• Global funds & model portfolios

• Employees with a balance of $100k or greater

• Full employee drill-down view with account summaries, recent activity, interaction tracking, & much more

• Plan-level dashboard, which includes: fund details, model portfolio details, participation rates, contribution summaries, distribution summaries, and much more!

• Easy access to ABGRM Fee Schedules, Plan Profiles, Brochures, and more!

Download the app now!

What's New

Version 1.7.0

We love our Advisors and are working hard to get you the data and tools you need for successful outcomes.
This new app update includes the following:

• Bug fixes and performance enhancements
• Plan level historical participation chart has been updated to also include the current participation rate
• New employee drill-down view
• Review employee investment portfolios, contribution elections, recent activity, & quarterly statements.
• Take employee notes and track your interactions
• Filter employees by name, age, and account balances

Find a bug? Have feedback or enhancement requests? Don't hesitate to email us at ios@abgrm.com
Thank you for being our trusted partner in the retirement plan business!

Information

Seller
Rocky Mountain Employee Benefits, Inc.
Size
14.8 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2018 Alliance Benefit Group Rocky Mountain
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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